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Paychex

1,570 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, 531 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: 531 | Existing positions reduced: 640

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,570
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
CT
1201
Colonial Trust
South Carolina
$233K
CB
1202
Community Bank
New York
$233K
OWA
1203
Outlook Wealth Advisors
Texas
$233K
BCM
1204
Becker Capital Management
Oregon
$232K
AHL
1205
Abel Hall LLC
Louisiana
$232K
VWA
1206
Visionary Wealth Advisors
Illinois
$231K
MG
1207
Mather Group
Illinois
$231K
FRA
1208
Frank Rimerman Advisors
California
$230K
LNB
1209
Ledyard National Bank
$230K
PFM
1210
Patton Fund Management
Texas
$230K
FMLI
1211
Fukoku Mutual Life Insurance
Japan
$229K
AWM
1212
Aries Wealth Management
Maine
$229K
HDA
1213
Harold Davidson & Associates
California
$228K
CSPIA
1214
Cary Street Partners Investment Advisory
Virginia
$226K
GVAG
1215
Great Valley Advisor Group
Delaware
$226K
MWM
1216
Mattern Wealth Management
Kansas
$226K
PWMG
1217
Pinnacle Wealth Management Group
Michigan
$225K
FMI
1218
F/M Investments
District of Columbia
$225K
LRIC
1219
Long Road Investment Counsel
Michigan
$224K
SJL
1220
Shayne & Jacobs LLC
Tennessee
$224K
BHIA
1221
Birch Hill Investment Advisors
Massachusetts
$224K
PIM
1222
Provident Investment Management
Michigan
$224K
SAM
1223
Sequent Asset Management
Texas
$224K
BFA
1224
Beaumont Financial Advisors
Massachusetts
$223K
KMWM
1225
Keudell/Morrison Wealth Management
Oregon
$223K