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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
CWM
1076
Cornerstone Wealth Management
Missouri
$405K -$3.98K -28 -1%
JMFC
1077
J.M. Forbes & Co
Massachusetts
$404K
CFP
1078
Catalyst Financial Partners
Massachusetts
$404K -$11.6K -82 -3%
ABC
1079
Associated Banc-Corp
Wisconsin
$402K -$80.7K -568 -17%
MIM
1080
MTM Investment Management
South Carolina
$402K +$2.27K +16 +0.6%
NHT
1081
New Hampshire Trust
New Hampshire
$400K -$8.52K -60 -2%
CI
1082
CX Institutional
Indiana
$399K -$3.83K -27 -0.9%
FHC
1083
First Heartland Consultants
Missouri
$399K +$3.27K +23 +0.8%
AG
1084
AlTi Global
New York
$397K +$402K +2,831 New
NQWM
1085
Northwest Quadrant Wealth Management
Oregon
$396K +$2.13K +15 +0.5%
MPIA
1086
Mountain Pacific Investment Advisers
Idaho
$396K
AF
1087
Arrow Financial
New York
$395K -$8.38K -59 -2%
HWA
1088
Heritage Wealth Advisors
Virginia
$394K -$15.5K -109 -4%
ORG
1089
Optimist Retirement Group
Washington
$394K -$85.2K -600 -18%
GA
1090
Geller Advisors
New York
$394K +$7.67K +54 +2%
SP
1091
Successful Portfolios
Florida
$392K -$8.66K -61 -2%
TWM
1092
Trueblood Wealth Management
Ohio
$391K
AOWM
1093
Alpha Omega Wealth Management
Virginia
$390K
DBRC
1094
D.B. Root & Company
Pennsylvania
$390K +$1.56K +11 +0.4%
SPF
1095
South Plains Financial
Texas
$388K +$393K +2,765 New
AWM
1096
Aprio Wealth Management
Georgia
$381K +$147K +1,038 +62%
GWM
1097
Geneos Wealth Management
Colorado
$381K -$2.98K -21 -0.8%
PAMG
1098
Patton Albertson Miller Group
Tennessee
$379K
AWP
1099
Ascent Wealth Partners
New York
$379K
OCPWS
1100
One Charles Private Wealth Services
Massachusetts
$379K

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.