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Paychex

1,635 hedge funds and large institutions have $40.5B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 586 increasing their positions, 571 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 71

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

9% more capital invested

Capital invested by funds: $37.1B → $40.5B (+$3.4B)

6% more funds holding

Funds holding: 1,5421,635 (+93)

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $334M

3% more repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 571

0.93% more ownership

Funds ownership: 77.06%77.99% (+0.93%)

Holders
1,635
Holders Change
+93
Holders Change %
+6.03%
% of All Funds
21.53%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
192
Increased
586
Reduced
571
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1026
SevenBridge Financial Group
Pennsylvania
$440K
RBC
1027
Romano Brothers & Co
Illinois
$438K -$8.52K -60 -2%
QCG
1028
Quadrant Capital Group
Ohio
$438K +$2.13K +15 +0.5%
CFG
1029
Citizens Financial Group
Rhode Island
$438K -$14.8K -104 -3%
PWM
1030
Palumbo Wealth Management
New York
$437K +$2.7K +19 +0.6%
MSWM
1031
Master's Wealth Management
Pennsylvania
$437K +$443K +3,117 New
CWM
1032
Challenger Wealth Management
California
$437K +$442K +3,115 New
MHC
1033
Meyer Handelman Company
New York
$435K
BFO
1034
Biltmore Family Office
North Carolina
$434K
WHG
1035
Westwood Holdings Group
Texas
$434K +$440K +3,096 New
NG
1036
Norden Group
Utah
$433K +$123K +864 +39%
UF
1037
Univest Financial
Pennsylvania
$432K -$31.2K -220 -7%
CWP
1038
Cyndeo Wealth Partners
Florida
$432K +$284 +2 +0.1%
SIC
1039
Sigma Investment Counselors
Michigan
$429K +$23.6K +166 +6%
DIM
1040
Delta Investment Management
California
$428K
FAM
1041
Flaharty Asset Management
Florida
$428K
PFA
1042
Pure Financial Advisors
California
$425K +$4.12K +29 +1%
MWM
1043
Maridea Wealth Management
New York
$425K +$431K +3,032 New
SAM
1044
Strategy Asset Managers
California
$424K +$4.26K +30 +1%
BCM
1045
Brookstone Capital Management
Illinois
$424K +$24.1K +170 +6%
PHIC
1046
Pine Haven Investment Counsel
Massachusetts
$424K -$76K -535 -15%
FFM
1047
Forum Financial Management
Illinois
$424K +$93.4K +658 +28%
MA
1048
Mutual Advisors
Nebraska
$423K +$10.4K +73 +3%
EA
1049
Emerald Advisors
Washington
$423K +$10.5K +74 +3%
Verition Fund Management
1050
Verition Fund Management
Connecticut
$422K -$464K -3,264 -52%

PAYX Hedge Fund Activity: Q4 2024 in Review

1,635 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q4 2024, worth a combined $40.5B — up 9.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new PAYX positions and 71 closed out — a net gain of 121 holders — while 586 added to existing stakes and 571 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was JP Morgan Chase, cutting an estimated $341M.

  • 1,635 institutional investors held Paychex (PAYX) as of Q4 2024, up from 1,542 in Q3 2024.
  • Funds reported $40.5B of Paychex stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 192 funds opened new Paychex positions in Q4 2024 and 71 closed out, a net change of +121 holders.
  • The largest Paychex buyer in Q4 2024 was Morgan Stanley, an estimated $357M added.
  • The largest Paychex seller in Q4 2024 was JP Morgan Chase, an estimated $341M sold.

Based on aggregated 13F filings for Q4 2024.