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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
WAM
876
Werlinich Asset Management
Connecticut
$539K +$5.85K +50 +1%
ST
877
Spinnaker Trust
Maine
$537K +$38.9K +332 +7%
GS
878
GTS Securities
New York
$537K -$441K -3,772 -44%
HI
879
Harbour Investments
Wisconsin
$536K -$61.4K -525 -10%
CCT
880
Chemung Canal Trust
New York
$536K -$39.7K -339 -7%
CIA
881
Compass Ion Advisors
Pennsylvania
$535K -$37.3K -319 -6%
WPW
882
Winthrop Partners - WNY
New York
$535K +$558K +4,768 New
AFG
883
Atomi Financial Group
New York
$535K -$176K -1,504 -24%
DAM
884
Directional Asset Management
Illinois
$534K +$557K +4,756 New
TCOTS
885
Trust Company of the South
North Carolina
$533K -$41.4K -354 -7%
LBC
886
Leigh Baldwin & Co
New York
$529K -$24K -205 -4%
AC
887
Aristides Capital
Kentucky
$525K +$23.4K +200 +4%
S
888
Sunpointe
Missouri
$524K +$164K +1,402 +43%
KWA
889
Kingswood Wealth Advisors
California
$522K +$281K +2,397 +106%
AWE
890
Avidian Wealth Enterprises
Texas
$517K -$10.7K -91 -2%
PFA
891
Pure Financial Advisors
California
$516K +$72.2K +617 +15%
BBHC
892
Brown Brothers Harriman & Co
New York
$515K +$168K +1,437 +46%
BC
893
BDFS Capital
Delaware
$515K +$537K +4,586 New
VFIC
894
Valley Forge Investment Consultants
Pennsylvania
$512K
CAM
895
Costello Asset Management
Pennsylvania
$507K +$22.2K +190 +4%
KWM
896
KFG Wealth Management
Indiana
$505K -$42.7K -365 -8%
WG
897
Wellington Group
Indiana
$504K +$526K +4,496 New
BC
898
Burney Company
Virginia
$503K -$16.5K -141 -3%
WTC
899
WhitTier Trust Company
Nevada
$502K -$63.8K -545 -11%
LC
900
Lavelle Capital
California
$499K +$521K +4,450 New