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Paychex

1,635 hedge funds and large institutions have $40.5B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

9% more capital invested

Capital invested by funds: $37.1B → $40.5B (+$3.4B)

6% more funds holding

Funds holding: 1,5421,635 (+93)

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $334M

3% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 571

0.93% more ownership

Funds ownership: 77.06%77.99% (+0.93%)

Holders
1,635
Holders Change
+93
Holders Change %
+6.03%
% of All Funds
21.53%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
192
Increased
586
Reduced
571
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
951
Atomi Financial Group
New York
$537K +$313K +2,205 +136%
TAM
952
Tocqueville Asset Management
New York
$537K
FMP
953
Financial Management Professionals
Texas
$535K +$186K +1,312 +52%
TCBWMS
954
Texas Capital Bank Wealth Management Services
Texas
$532K +$710 +5 +0.1%
TTWM
955
TCV Trust & Wealth Management
Virginia
$528K -$71K -500 -12%
LBC
956
Leigh Baldwin & Co
New York
$524K +$531K +3,739 New
BFG
957
Bouchey Financial Group
New York
$524K +$37.5K +264 +8%
KRSITF
958
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$524K +$287K +2,020 +21%
WBG
959
Wharton Business Group
Pennsylvania
$521K
RYIA
960
Roehl & Yi Investment Advisors
Oregon
$521K +$527K +3,713 New
KWA
961
Kingswood Wealth Advisors
California
$517K -$110K -778 -17%
SFB
962
STAR Financial Bank
Indiana
$515K -$77.3K -544 -13%
CCMG
963
Clark Capital Management Group
Pennsylvania
$515K +$32.2K +227 +7%
FFP
964
FourThought Financial Partners
Florida
$514K +$520K +3,664 New
ESB
965
Essex Savings Bank
Connecticut
$514K
NP
966
NorthRock Partners
Minnesota
$512K -$27.3K -192 -5%
BWM
967
Baron Wealth Management
Michigan
$510K +$1.42K +10 +0.3%
Fisher Asset Management
968
Fisher Asset Management
Washington
$509K -$12.1K -85 -2%
IFS
969
Ifrah Financial Services
Arkansas
$509K -$1.28K -9 -0.2%
LCWP
970
Legacy Capital Wealth Partners
Arkansas
$509K +$25K +176 +5%
PPWP
971
Premier Path Wealth Partners
New Jersey
$508K +$14.3K +101 +3%
FNC
972
First National Corp
Massachusetts
$508K -$30K -211 -6%
TNAM
973
Terra Nova Asset Management
New York
$507K +$3.27K +23 +0.6%
WC
974
Wynn Capital
Georgia
$505K
HTC
975
Haverford Trust Company
Pennsylvania
$504K -$113K -794 -18%

PAYX Hedge Fund Activity: Q4 2024 in Review

1,635 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2024, worth a combined $40.5B — up 9.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PAYX positions and 71 closed out — a net gain of 121 holders — while 586 added to existing stakes and 571 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $341M.

  • 1,635 institutional investors held Paychex (PAYX) as of Q4 2024, up from 1,542 in Q3 2024.
  • Funds reported $40.5B of Paychex stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 192 funds opened new Paychex positions in Q4 2024 and 71 closed out, a net change of +121 holders.
  • The largest Paychex buyer in Q4 2024 was Morgan Stanley, an estimated $357M added.
  • The largest Paychex seller in Q4 2024 was JP Morgan Chase, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2024.