We are live on ! Find out more
PAYX icon

Paychex

1,635 hedge funds and large institutions have $40.5B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

9% more capital invested

Capital invested by funds: $37.1B → $40.5B (+$3.4B)

6% more funds holding

Funds holding: 1,5421,635 (+93)

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $334M

3% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 571

0.93% more ownership

Funds ownership: 77.06%77.99% (+0.93%)

Holders
1,635
Holders Change
+93
Holders Change %
+6.03%
% of All Funds
21.53%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
192
Increased
586
Reduced
571
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
751
Aviance Capital Partners
Florida
$999K +$31.2K +220 +3%
OAM
752
Oppenheimer Asset Management
New York
$996K -$46.9K -330 -4%
CFO
753
Callan Family Office
Pennsylvania
$992K +$1M +7,075 New
ACG
754
Allen Capital Group
Nebraska
$990K +$172K +1,210 +21%
BCM
755
Birch Capital Management
Texas
$989K -$1.56K -11 -0.2%
TCM
756
Tang Capital Management
California
$978K +$990K +6,973 New
TA
757
TCM Advisors
West Virginia
$973K
PP
758
Prudential plc
United Kingdom
$973K -$75.5K -532 -7%
Jones Financial Companies
759
Jones Financial Companies
Missouri
$973K +$537K +3,783 +120%
SSA
760
Schonfeld Strategic Advisors
New York
$971K +$983K +6,923 New
BIAS
761
Beacon Investment Advisory Services
New Jersey
$965K -$109K -770 -10%
HAG
762
HighPoint Advisor Group
Illinois
$960K +$20.7K +146 +2%
TIAA Trust, National Association
763
TIAA Trust, National Association
North Carolina
$958K +$96.3K +678 +11%
FCH
764
Freestone Capital Holdings
Washington
$958K -$13.5K -95 -1%
FBT
765
First Bank & Trust
South Dakota
$956K +$430K +3,031 +80%
CIS
766
Capital International Sarl
California
$953K +$262K +1,845 +37%
MP
767
Moment Partners
California
$950K +$962K +6,773 New
PA
768
Prossimo Advisors
California
$949K
HFA
769
High Falls Advisors
New York
$945K +$201K +1,413 +27%
SWA
770
Stratos Wealth Advisors
Ohio
$945K +$5.4K +38 +0.6%
HT
771
Heritage Trust
Oklahoma
$941K +$953K +6,710 New
GIP
772
Greatmark Investment Partners
Georgia
$937K +$292K +2,055 +44%
CSIC
773
Clifford Swan Investment Counsel
California
$935K -$11.4K -80 -1%
PI
774
PFG Investments
New York
$928K +$4.54K +32 +0.5%
MWM
775
Modera Wealth Management
New Jersey
$926K +$53.8K +379 +6%

PAYX Hedge Fund Activity: Q4 2024 in Review

1,635 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2024, worth a combined $40.5B — up 9.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PAYX positions and 71 closed out — a net gain of 121 holders — while 586 added to existing stakes and 571 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $341M.

  • 1,635 institutional investors held Paychex (PAYX) as of Q4 2024, up from 1,542 in Q3 2024.
  • Funds reported $40.5B of Paychex stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 192 funds opened new Paychex positions in Q4 2024 and 71 closed out, a net change of +121 holders.
  • The largest Paychex buyer in Q4 2024 was Morgan Stanley, an estimated $357M added.
  • The largest Paychex seller in Q4 2024 was JP Morgan Chase, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2024.