PAYX icon

Paychex

1,570 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 531 increasing their positions, 640 reducing their positions, and 171 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: 531 | Existing positions reduced: 640

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,570
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
$234M
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
TNAM
976
Terra Nova Asset Management
New York
$408K
FMP
977
Financial Management Professionals
Texas
$407K
JWM
978
Jeppson Wealth Management
California
$406K
CWS
979
Confluence Wealth Services
Pennsylvania
$406K
ESB
980
Essex Savings Bank
Connecticut
$405K
OFG
981
Oxford Financial Group
Indiana
$405K
MIM
982
MTM Investment Management
South Carolina
$402K
FHC
983
First Heartland Consultants
Missouri
$401K
HTC
984
Haverford Trust Company
Pennsylvania
$399K
VFA
985
Valeo Financial Advisors
Indiana
$398K
BB
986
Berkshire Bank
Massachusetts
$396K
GWM
987
GSB Wealth Management
Connecticut
$395K
RYIA
988
Roehl & Yi Investment Advisors
Oregon
$394K
BMWM
989
Brown Miller Wealth Management
Virginia
$393K
RCM
990
RMR Capital Management
California
$393K
OIS
991
Okabena Investment Services
Minnesota
$393K
SFS
992
Sowell Financial Services
Arkansas
$393K
FIA
993
Foundations Investment Advisors
Arizona
$392K
PPC
994
Park Place Capital
Alabama
$391K
CWP
995
Cyndeo Wealth Partners
Florida
$387K
HWMG
996
Hurlow Wealth Management Group
Indiana
$386K
BTI
997
Blue Trust Inc
Georgia
$384K
IFS
998
Ifrah Financial Services
Arkansas
$383K
PWA
999
Phoenix Wealth Advisors
North Carolina
$382K
SAM
1000
Smithbridge Asset Management
Pennsylvania
$381K