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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
AA
801
Advisory Alpha
Michigan
$684K +$106K +909 +18%
KTC
802
Kentucky Trust Company
Kentucky
$680K -$78.1K -667 -10%
PWA
803
Provenance Wealth Advisors
Florida
$679K
JC
804
JBGlobal.com
New York
$675K -$27.7K -237 -4%
ECA
805
Elevated Capital Advisors
Utah
$672K -$62K -530 -8%
GWM
806
Geneos Wealth Management
Colorado
$670K -$25.3K -216 -3%
JIC
807
Johnson Investment Counsel
Ohio
$662K -$41.1K -351 -6%
SC
808
SouthState Corp
Florida
$660K -$142K -1,214 -17%
BTC
809
Bank & Trust Company
Illinois
$660K
PDM
810
Penn Davis McFarland
Texas
$660K
OCBCO
811
Oversea-Chinese Banking Corp (OCBC)
Singapore
$659K +$687K +5,871 New
HIP
812
HUB Investment Partners
Texas
$658K +$129K +1,099 +23%
NDBT
813
North Dallas Bank & Trust
Texas
$658K +$686K +5,865 New
MWM
814
Modera Wealth Management
New Jersey
$655K +$10.1K +86 +1%
GT
815
Greenleaf Trust
Michigan
$654K +$11.1K +95 +2%
GIP
816
Granite Investment Partners
California
$653K -$82.6K -706 -11%
FMII
817
Farmers & Merchants Investments Inc
Nebraska
$652K +$585 +5 +0.1%
SHFA
818
SC&H Financial Advisors
Maryland
$651K
CFA
819
CWS Financial Advisors
Michigan
$650K +$136K +1,163 +25%
IPAM
820
ICICI Prudential Asset Management
India
$648K +$29.6K +253 +5%
FWM
821
Forza Wealth Management
Florida
$643K
CSP
822
Cary Street Partners
Virginia
$641K -$236K -2,020 -26%
FMWA
823
Forvis Mazars Wealth Advisors
Missouri
$641K +$31K +265 +5%
BHBT
824
Burke & Herbert Bank & Trust
Virginia
$640K -$2.34K -20 -0.3%
FCM
825
Fourpath Capital Management
Oklahoma
$640K +$668K +5,704 New