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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
DT
1001
Diversified Trust
Tennessee
$380K
MWM
1002
Mission Wealth Management
California
$380K
KCM
1003
Kathmere Capital Management
Pennsylvania
$378K
TC
1004
TwinBeech Capital
New York
$378K
CCMG
1005
Clark Capital Management Group
Pennsylvania
$377K
NP
1006
NorthRock Partners
Minnesota
$377K
LCWP
1007
Legacy Capital Wealth Partners
Arkansas
$377K
BAM
1008
Belpointe Asset Management
Nevada
$377K
PWM
1009
Palumbo Wealth Management
New York
$376K
FB
1010
Finward Bancorp
Indiana
$375K
JSSH
1011
J. Safra Sarasin Holding
$375K
IA
1012
IFG Advisory
Georgia
$374K
ATS
1013
Ashton Thomas Securities
New York
$374K
ECM
1014
Everence Capital Management
Indiana
$374K
WC
1015
Wynn Capital
Georgia
$371K
KIM
1016
Karpus Investment Management
New York
$369K
RTC
1017
Riverview Trust Company
Washington
$368K
EWA
1018
EverSource Wealth Advisors
Alabama
$365K
GW
1019
Griffith & Werner
Georgia
$365K
AAB
1020
ABN AMRO Bank
Netherlands
$365K
FFM
1021
Forum Financial Management
Illinois
$364K
PP
1022
Patten & Patten
Tennessee
$363K
MFC
1023
Mechanics Financial Corp
Ohio
$362K
MSWM
1024
Master's Wealth Management
Pennsylvania
$362K
BFO
1025
Biltmore Family Office
North Carolina
$359K