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Paychex

1,568 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, 530 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: 530 | Existing positions reduced: 640

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,568
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
FMP
976
Financial Management Professionals
Texas
$407K
JWM
977
Jeppson Wealth Management
California
$406K
CWS
978
Confluence Wealth Services
Pennsylvania
$406K
ESB
979
Essex Savings Bank
Connecticut
$405K
OFG
980
Oxford Financial Group
Indiana
$405K
MIM
981
MTM Investment Management
South Carolina
$402K
FHC
982
First Heartland Consultants
Missouri
$401K
HTC
983
Haverford Trust Company
Pennsylvania
$399K
VFA
984
Valeo Financial Advisors
Indiana
$398K
BB
985
Berkshire Bank
Massachusetts
$396K
GWM
986
GSB Wealth Management
Connecticut
$395K
RYIA
987
Roehl & Yi Investment Advisors
Oregon
$394K
BMWM
988
Brown Miller Wealth Management
Virginia
$393K
RCM
989
RMR Capital Management
California
$393K
OIS
990
Okabena Investment Services
Minnesota
$393K
SFS
991
Sowell Financial Services
Arkansas
$393K
FIA
992
Foundations Investment Advisors
Arizona
$392K
PPC
993
Park Place Capital
Alabama
$391K
CWP
994
Cyndeo Wealth Partners
Florida
$387K
HWMG
995
Hurlow Wealth Management Group
Indiana
$386K
BTI
996
Blue Trust Inc
Georgia
$384K
IFS
997
Ifrah Financial Services
Arkansas
$383K
PWA
998
Phoenix Wealth Advisors
North Carolina
$382K
SAM
999
Smithbridge Asset Management
Pennsylvania
$381K
PAS
1000
Professional Advisory Services
Florida
$381K