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Paychex

1,563 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 530 increasing their positions, 640 reducing their positions, and 168 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
1,563
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
$233M
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
MA
1226
Mutual Advisors
Nebraska
$220K
CPC
1227
Consolidated Planning Corp
Georgia
$220K
NF
1228
Nikulski Financial
Iowa
$220K
PWM
1229
Prentice Wealth Management
New York
$219K
CFS
1230
Commonwealth Financial Services
West Virginia
$218K
PP
1231
PDS Planning
Ohio
$218K
SFWC
1232
Strategic Family Wealth Counselors
New Jersey
$217K
RWM
1233
Rockline Wealth Management
New York
$216K
DW
1234
Dodds Wealth
Colorado
$216K
PHIC
1235
Pine Haven Investment Counsel
Massachusetts
$214K
DWM
1236
Dakota Wealth Management
Florida
$213K
CCWM
1237
Cassaday & Co Wealth Management
Virginia
$212K
SM
1238
STF Management
Texas
$212K
CAWM
1239
Capital Advisors Wealth Management
Washington
$212K
AWAG
1240
ARS Wealth Advisors Group
Florida
$212K
AP
1241
Anchyra Partners
Georgia
$211K
SIG
1242
Sargent Investment Group
Maryland
$211K
SIC
1243
Schwartz Investment Counsel
Michigan
$211K
KFS
1244
Kelly Financial Services
Massachusetts
$210K
NWMG
1245
National Wealth Management Group
Ohio
$210K
EA
1246
Enclave Advisors
Texas
$209K
EFG
1247
Ethos Financial Group
Pennsylvania
$209K
RPWA
1248
Regent Peak Wealth Advisors
Georgia
$208K
CSB
1249
City State Bank
Iowa
$208K
NPT
1250
Nixon Peabody Trust
Massachusetts
$208K