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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
HI
801
Horizon Investments
North Carolina
$851K +$24K +169 +3%
PWA
802
Provenance Wealth Advisors
Florida
$849K
MC
803
Middleton & Co
Massachusetts
$847K -$7.1K -50 -0.8%
MMPW
804
Mitchell McLeod Pugh & Williams
Alabama
$847K
OAM
805
Ostrum Asset Management
France
$846K +$638K +4,492 +291%
BTC
806
Bank & Trust Company
Illinois
$836K -$23.6K -166 -3%
SF
807
Summit Financial
New Jersey
$833K +$107K +754 +15%
SHFA
808
SC&H Financial Advisors
Maryland
$828K -$220K -1,548 -21%
JWM
809
Jacksonville Wealth Management
Florida
$828K +$838K +5,901 New
CCM
810
Crew Capital Management
Ohio
$826K +$558K +3,929 +200%
CCT
811
Chemung Canal Trust
New York
$826K -$17.2K -121 -2%
PDM
812
Penn Davis McFarland
Texas
$825K
CUAMC
813
China Universal Asset Management Company
China
$821K +$184K +1,294 +28%
BWS
814
Buck Wealth Strategies
Colorado
$810K +$345K +2,432 +73%
HI
815
Human Investing
Oregon
$809K
FWM
816
Forza Wealth Management
Florida
$804K
BHBT
817
Burke & Herbert Bank & Trust
Virginia
$803K
BJL
818
Brighton Jones LLC
Washington
$801K +$169K +1,190 +26%
KWM
819
KFG Wealth Management
Indiana
$799K +$24.4K +172 +3%
CCA
820
Checchi Capital Advisers
California
$795K +$3.12K +22 +0.4%
GI
821
GAMMA Investing
California
$795K +$167K +1,179 +26%
CTA
822
Chesley Taft & Associates
Illinois
$792K
JF
823
Jump Financial
Illinois
$787K +$2.7K +19 +0.3%
RCM
824
Raleigh Capital Management
North Carolina
$785K -$7.81K -55 -1%
KCIC
825
Kuhn & Co Investment Counsel
Illinois
$782K

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.