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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
FIA
1001
Foundations Investment Advisors
Arizona
$392K +$65.8K +562 +19%
PPC
1002
Park Place Capital
Alabama
$391K +$241K +2,056 +144%
CWP
1003
Cyndeo Wealth Partners
Florida
$387K +$12.9K +110 +3%
HWMG
1004
Hurlow Wealth Management Group
Indiana
$386K -$40K -342 -9%
BTI
1005
Blue Trust Inc
Georgia
$384K +$22.4K +191 +6%
IFS
1006
Ifrah Financial Services
Arkansas
$383K -$6.32K -54 -2%
PWA
1007
Phoenix Wealth Advisors
North Carolina
$382K -$16.7K -143 -4%
SAM
1008
Smithbridge Asset Management
Pennsylvania
$381K +$199K +1,700 +100%
PAS
1009
Professional Advisory Services
Florida
$381K
DT
1010
Diversified Trust
Tennessee
$380K -$15.2K -130 -4%
MWM
1011
Mission Wealth Management
California
$380K -$57.5K -491 -13%
KCM
1012
Kathmere Capital Management
Pennsylvania
$378K -$242K -2,068 -38%
TC
1013
TwinBeech Capital
New York
$378K -$25M -213,542 -98%
CCMG
1014
Clark Capital Management Group
Pennsylvania
$377K -$148K -1,261 -27%
NP
1015
NorthRock Partners
Minnesota
$377K -$243K -2,080 -38%
LCWP
1016
Legacy Capital Wealth Partners
Arkansas
$377K -$42.4K -362 -10%
BAM
1017
Belpointe Asset Management
Nevada
$377K +$124K +1,060 +46%
PWM
1018
Palumbo Wealth Management
New York
$376K +$20.6K +176 +6%
FB
1019
Finward Bancorp
Indiana
$375K
JSSH
1020
J. Safra Sarasin Holding
$375K -$355K -3,037 -48%
IA
1021
IFG Advisory
Georgia
$374K -$14.4K -123 -4%
ATS
1022
Ashton Thomas Securities
New York
$374K +$15.7K +134 +4%
ECM
1023
Everence Capital Management
Indiana
$374K
WC
1024
Wynn Capital
Georgia
$371K -$25.2K -215 -6%
KIM
1025
Karpus Investment Management
New York
$369K +$385K +3,290 New