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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
FA
976
Faithward Advisors
Pennsylvania
$415K -$31.4K -268 -7%
PFS
977
Physicians Financial Services
North Carolina
$415K
Fisher Asset Management
978
Fisher Asset Management
Washington
$414K +$127K +1,083 +41%
AWA
979
ARQ Wealth Advisors
Arizona
$413K -$25.5K -218 -6%
PIM
980
Penobscot Investment Management
Massachusetts
$412K
KFA
981
Krane Funds Advisors
New York
$412K +$84.6K +723 +25%
RMP
982
Richards, Merrill & Peterson
Washington
$410K -$60.9K -520 -12%
PWM
983
Perigon Wealth Management
California
$409K -$22.8K -195 -5%
TNAM
984
Terra Nova Asset Management
New York
$408K -$6.09K -52 -1%
FMP
985
Financial Management Professionals
Texas
$407K -$1.17K -10 -0.3%
JWM
986
Jeppson Wealth Management
California
$406K -$23.4K -200 -5%
CWS
987
Confluence Wealth Services
Pennsylvania
$406K +$4.8K +41 +1%
ESB
988
Essex Savings Bank
Connecticut
$405K -$7.14K -61 -2%
OFG
989
Oxford Financial Group
Indiana
$405K +$423K +3,611 New
MIM
990
MTM Investment Management
South Carolina
$402K +$4.33K +37 +1%
FHC
991
First Heartland Consultants
Missouri
$401K +$3.51K +30 +0.8%
HTC
992
Haverford Trust Company
Pennsylvania
$399K +$936 +8 +0.2%
VFA
993
Valeo Financial Advisors
Indiana
$398K -$28.1K -240 -6%
BB
994
Berkshire Bank
Massachusetts
$396K -$24.8K -212 -6%
GWM
995
GSB Wealth Management
Connecticut
$395K -$66.8K -571 -14%
RYIA
996
Roehl & Yi Investment Advisors
Oregon
$394K -$11K -94 -3%
BMWM
997
Brown Miller Wealth Management
Virginia
$393K -$38.3K -327 -9%
RCM
998
RMR Capital Management
California
$393K
OIS
999
Okabena Investment Services
Minnesota
$393K
SFS
1000
Sowell Financial Services
Arkansas
$393K +$31.5K +269 +8%