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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
PAS
1001
Professional Advisory Services
Florida
$381K
DT
1002
Diversified Trust
Tennessee
$380K
MWM
1003
Mission Wealth Management
California
$380K
KCM
1004
Kathmere Capital Management
Pennsylvania
$378K
TC
1005
TwinBeech Capital
New York
$378K
CCMG
1006
Clark Capital Management Group
Pennsylvania
$377K
NP
1007
NorthRock Partners
Minnesota
$377K
LCWP
1008
Legacy Capital Wealth Partners
Arkansas
$377K
BAM
1009
Belpointe Asset Management
Nevada
$377K
PWM
1010
Palumbo Wealth Management
New York
$376K
FB
1011
Finward Bancorp
Indiana
$375K
JSSH
1012
J. Safra Sarasin Holding
$375K
IA
1013
IFG Advisory
Georgia
$374K
ATS
1014
Ashton Thomas Securities
New York
$374K
ECM
1015
Everence Capital Management
Indiana
$374K
WC
1016
Wynn Capital
Georgia
$371K
KIM
1017
Karpus Investment Management
New York
$369K
RTC
1018
Riverview Trust Company
Washington
$368K
EWA
1019
EverSource Wealth Advisors
Alabama
$365K
GW
1020
Griffith & Werner
Georgia
$365K
AAB
1021
ABN AMRO Bank
Netherlands
$365K
FFM
1022
Forum Financial Management
Illinois
$364K
PP
1023
Patten & Patten
Tennessee
$363K
MFC
1024
Mechanics Financial Corp
Ohio
$362K
MSWM
1025
Master's Wealth Management
Pennsylvania
$362K