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Paychex

1,586 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 534 increasing their positions, 643 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $234M | Put options by funds: $118M

3.88% more ownership

Funds ownership: 76.32%80.2% (+3.9%)

2% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 171

2% less funds holding

Funds holding: 1,6181,586 (-32)

7% less capital invested

Capital invested by funds: $34.8B → $32.3B (-$2.44B)

17% less repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 643

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,586
Holders Change
-32
Holders Change %
-1.98%
% of All Funds
19.3%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
174
Increased
534
Reduced
643
Closed
171
Calls
$234M
Puts
$118M
Net Calls
+$115M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
776
Paragon Private Wealth Management
Kentucky
$759K -$402K -3,437 -34%
HCM
777
Hall Capital Management
Rhode Island
$757K -$39.2K -335 -5%
IC
778
IEQ Capital
California
$756K -$405K -3,459 -34%
HAM
779
Harmony Asset Management
Arizona
$754K -$1.49M -12,758 -66%
BC
780
Bridgefront Capital
Texas
$753K +$160K +1,368 +26%
ATC
781
Argent Trust Co
Tennessee
$746K +$111K +951 +17%
TCA
782
Transcend Capital Advisors
New Jersey
$743K -$144K -1,229 -16%
CSI
783
Cross Staff Investments
New York
$743K -$11.7K -100 -1%
MYAM
784
Meiji Yasuda Asset Management
Japan
$740K +$17.6K +150 +2%
IAA
785
Independent Advisor Alliance
North Carolina
$740K -$186K -1,592 -19%
RIM
786
Redwood Investment Management
Arizona
$736K -$182K -1,551 -19%
CCM
787
Coldstream Capital Management
Washington
$730K -$204K -1,746 -21%
BFA
788
Beacon Financial Advisory
Ohio
$725K -$3.28K -28 -0.4%
JCM
789
Jacobi Capital Management
Pennsylvania
$718K -$15K -128 -2%
SBF
790
Sara-Bay Financial
Florida
$709K
MP
791
Moment Partners
California
$706K -$72K -615 -9%
WTB
792
Washington Trust Bank
Washington
$706K
TFG
793
Taylor Financial Group
Virginia
$705K
FTWA
794
Fifth Third Wealth Advisors
Ohio
$704K -$33.8K -289 -4%
MSA
795
Marino Stram & Associates
Massachusetts
$703K -$32.3K -276 -4%
RWP
796
RWA Wealth Partners
Massachusetts
$699K +$11.9K +102 +2%
IWM
797
IHT Wealth Management
Illinois
$697K -$264K -2,254 -27%
AIA
798
AssuredPartners Investment Advisors
Florida
$694K +$97.4K +832 +16%
RPC
799
Rossmore Private Capital
Connecticut
$687K +$316K +2,700 +79%
VWM
800
Venturi Wealth Management
Texas
$687K -$34.8K -297 -5%