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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
SW
851
SVB Wealth
Massachusetts
$586K +$76.9K +657 +14%
GIA
852
Guyasuta Investment Advisors
Pennsylvania
$579K
CIAS
853
Capital Investment Advisory Services
North Carolina
$578K +$199K +1,700 +49%
AWA
854
Ark Wealth Advisors
California
$575K +$600K +5,129 New
CCP
855
Cushing Capital Partners
Wisconsin
$572K -$156K -1,330 -21%
TG
856
TCW Group
California
$571K +$596K +5,093 New
SAI
857
Savvy Advisors Inc
New York
$570K +$169K +1,448 +40%
PNC
858
Park National Corp
Ohio
$570K
PTC
859
Private Trust Company
Ohio
$568K +$63.7K +544 +12%
BCM
860
Bayesian Capital Management
New York
$568K -$2.7M -23,035 -82%
TCBWMS
861
Texas Capital Bank Wealth Management Services
Texas
$567K +$69.1K +590 +13%
EAM
862
Empirical Asset Management
Massachusetts
$567K -$223K -1,908 -27%
CI
863
CX Institutional
Indiana
$565K +$15.3K +131 +3%
AA
864
ABC Arbitrage
France
$564K -$2.71M -23,182 -82%
KCM
865
Kanawha Capital Management
Virginia
$556K
HFA
866
High Falls Advisors
New York
$555K -$86.7K -741 -13%
TE
867
Tema ETFs
New York
$555K -$1.4K -12 -0.2%
Balyasny Asset Management
868
Balyasny Asset Management
Illinois
$554K -$2.39M -20,391 -81%
SWA
869
Stratos Wealth Advisors
Ohio
$552K -$16K -137 -3%
JWM
870
Jacksonville Wealth Management
Florida
$551K -$106K -907 -16%
EI
871
Ellevest Inc
New York
$551K +$100K +855 +21%
NAM
872
NTV Asset Management
West Virginia
$549K
CBA
873
Coastal Bridge Advisors
Connecticut
$545K -$41.8K -357 -7%
SS
874
Sunbelt Securities
Texas
$540K +$4.33K +37 +0.8%
CIA
875
Choate Investment Advisors
Massachusetts
$540K -$27.9K -238 -5%