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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
MWM
901
Maridea Wealth Management
New York
$498K -$43.8K -374 -8%
SWM
902
Sandro Wealth Management
New Jersey
$498K +$519K +4,435 New
HI
903
Human Investing
Oregon
$496K -$31.7K -271 -6%
EA
904
Emerald Advisors
Washington
$496K +$61.8K +528 +14%
DWML
905
Decker Wealth Management LLC
Tennessee
$496K +$517K +4,421 New
CT
906
Chicago Trust
Illinois
$496K -$62.4K -533 -11%
PTFIS
907
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$493K +$515K +4,397 New
WPA
908
West Paces Advisors
Georgia
$493K
IAN
909
Integrated Advisors Network
Texas
$492K -$3.04K -26 -0.6%
TNBTD
910
Trustmark National Bank Trust Department
Mississippi
$492K -$8.78K -75 -2%
AIM
911
Advyzon Investment Management
Illinois
$491K +$304K +2,597 +146%
CWM
912
Cornerstone Wealth Management
Missouri
$491K +$30.5K +261 +6%
FPB
913
First PREMIER Bank
South Dakota
$490K
NA
914
Nottingham Advisors
New York
$488K
IAIM
915
International Assets Investment Management
Florida
$488K +$168K +1,433 +49%
BRWA
916
B. Riley Wealth Advisors
Florida
$487K -$468 -4 -0.1%
Fayez Sarofim & Co
917
Fayez Sarofim & Co
Texas
$486K -$21.9K -187 -4%
PA
918
Procyon Advisors
Connecticut
$485K -$16.9K -144 -3%
EAM
919
Erste Asset Management
Austria
$485K -$6.07M -51,855 -92%
JE
920
JMAC Enterprises
Pennsylvania
$482K
CG
921
Cynosure Group
Utah
$482K +$503K +4,300 New
SOAM
922
SBI Okasan Asset Management
Japan
$479K +$492K +4,200 New
SAM
923
Smartleaf Asset Management
Massachusetts
$478K -$819 -7 -0.2%
PGWM
924
Pitti Group Wealth Management
New York
$475K +$17.6K +150 +4%
PB
925
Pinnacle Bancorp
Nebraska
$475K