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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
HT
926
Heritage Trust
Oklahoma
$474K -$351 -3 -0.1%
Jacobs Levy Equity Management
927
Jacobs Levy Equity Management
New Jersey
$474K +$42.6K +364 +9%
TAM
928
Tocqueville Asset Management
New York
$472K
OAM
929
Oxford Asset Management
United Kingdom
$468K +$489K +4,174 New
CYG
930
Clean Yield Group
Vermont
$467K
CCA
931
Checchi Capital Advisers
California
$466K -$77.5K -662 -14%
BI
932
Bradyco Inc
Massachusetts
$461K
AAP
933
Arax Advisory Partners
Colorado
$461K -$619K -5,286 -56%
3IP
934
3Chopt Investment Partners
Virginia
$460K -$78.5K -671 -14%
SMA
935
Sage Mountain Advisors
Georgia
$460K +$34.5K +295 +8%
BIM
936
Bridges Investment Management
Nebraska
$456K +$2.81K +24 +0.6%
TTWM
937
TCV Trust & Wealth Management
Virginia
$456K +$45.6K +390 +11%
APP
938
Avantax Planning Partners
Iowa
$455K
SPC
939
Spirepoint Private Client
Florida
$453K -$6.09K -52 -1%
MA
940
Montag & Associates
Georgia
$452K -$41K -350 -8%
MCCP
941
Mission Creek Capital Partners
California
$450K +$6.44K +55 +1%
BMO
942
Beck Mack & Oliver
New York
$449K
ClearBridge Investments
943
ClearBridge Investments
New York
$449K
EAM
944
EdenTree Asset Management
United Kingdom
$449K
ACM
945
Advisors Capital Management
New Jersey
$448K -$8.19K -70 -2%
PCA
946
Pallas Capital Advisors
Massachusetts
$447K +$53.4K +456 +13%
LFAS
947
Level Four Advisory Services
Texas
$447K +$43.4K +371 +10%
MHIC
948
Marble Harbor Investment Counsel
Massachusetts
$446K
NAM
949
NorthCrest Asset Manangement
Minnesota
$443K +$194K +1,661 +70%
RZH
950
Relyea Zuckerberg Hanson
Connecticut
$442K -$13.1K -112 -3%