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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
AWP
1101
Ascent Wealth Partners
New York
$303K
CAG
1102
Crestwood Advisors Group
Massachusetts
$302K
IB
1103
Intrust Bank
Kansas
$301K
AOWM
1104
Alpha Omega Wealth Management
Virginia
$301K
HIC
1105
Holderness Investments Company
North Carolina
$301K
OCPWS
1106
One Charles Private Wealth Services
Massachusetts
$300K
PCM
1107
Prana Capital Management
Connecticut
$299K
VA
1108
VestGen Advisors
Illinois
$299K
SOAMC
1109
Spirit of America Management Corp
New York
$297K
CB
1110
Cadence Bank
Mississippi
$297K
IPW
1111
Inlet Private Wealth
Florida
$296K
SIC
1112
Sigma Investment Counselors
Michigan
$295K
AGP
1113
Autumn Glory Partners
Texas
$295K
SFG
1114
SevenBridge Financial Group
Pennsylvania
$294K
IIA
1115
ICW Investment Advisors
Arizona
$293K
FWP
1116
FAS Wealth Partners
Kansas
$292K
PAMG
1117
Patton Albertson Miller Group
Tennessee
$292K
TBT
1118
Texas Bank & Trust
Texas
$291K
WP
1119
Westmount Partners
California
$290K
PVI
1120
Pine Valley Investments
New Jersey
$290K
BAM
1121
Berkshire Asset Management
Pennsylvania
$289K
SIC
1122
Salem Investment Counselors
North Carolina
$288K
BMCM
1123
Bryn Mawr Capital Management
Pennsylvania
$288K
NQWM
1124
Northwest Quadrant Wealth Management
Oregon
$287K
SLWA
1125
San Luis Wealth Advisors
California
$287K