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Paychex

1,563 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 530 increasing their positions, 640 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $34.7B → $32.3B (-$2.41B)

17% less repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 640

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$233M
Puts
$118M
Net Calls
Net Calls Change

Top Buyers

1 +$1.32B
2 +$536M
3 +$275M
4
Select Equity Group
Select Equity Group
New York
+$159M
5
Goldman Sachs
Goldman Sachs
New York
+$112M

Top Sellers

1 -$415M
2 -$272M
3 -$128M
4
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$107M
5
Millennium Management
Millennium Management
New York
-$99.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
976
Confluence Wealth Services
Pennsylvania
$406K
ESB
977
Essex Savings Bank
Connecticut
$405K
OFG
978
Oxford Financial Group
Indiana
$405K
MIM
979
MTM Investment Management
South Carolina
$402K
FHC
980
First Heartland Consultants
Missouri
$401K
HTC
981
Haverford Trust Company
Pennsylvania
$399K
VFA
982
Valeo Financial Advisors
Indiana
$398K
BB
983
Berkshire Bank
Massachusetts
$396K
GWM
984
GSB Wealth Management
Connecticut
$395K
RYIA
985
Roehl & Yi Investment Advisors
Oregon
$394K
BMWM
986
Brown Miller Wealth Management
Virginia
$393K
RCM
987
RMR Capital Management
California
$393K
OIS
988
Okabena Investment Services
Minnesota
$393K
SFS
989
Sowell Financial Services
Arkansas
$393K
FIA
990
Foundations Investment Advisors
Arizona
$392K
PPC
991
Park Place Capital
Alabama
$391K
CWP
992
Cyndeo Wealth Partners
Florida
$387K
HWMG
993
Hurlow Wealth Management Group
Indiana
$386K
BTI
994
Blue Trust Inc
Georgia
$384K
IFS
995
Ifrah Financial Services
Arkansas
$383K
PWA
996
Phoenix Wealth Advisors
North Carolina
$382K
SAM
997
Smithbridge Asset Management
Pennsylvania
$381K
PAS
998
Professional Advisory Services
Florida
$381K
DT
999
Diversified Trust
Tennessee
$380K
MWM
1000
Mission Wealth Management
California
$380K