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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
AWM
1226
Aberdeen Wealth Management
Illinois
$222K
QL
1227
Quarry LP
New York
$221K
CWM
1228
Cahaba Wealth Management
Georgia
$221K
MA
1229
Mutual Advisors
Nebraska
$220K
CPC
1230
Consolidated Planning Corp
Georgia
$220K
NF
1231
Nikulski Financial
Iowa
$220K
PWM
1232
Prentice Wealth Management
New York
$219K
CFS
1233
Commonwealth Financial Services
West Virginia
$218K
PP
1234
PDS Planning
Ohio
$218K
SFWC
1235
Strategic Family Wealth Counselors
New Jersey
$217K
RWM
1236
Rockline Wealth Management
New York
$216K
DW
1237
Dodds Wealth
Colorado
$216K
PHIC
1238
Pine Haven Investment Counsel
Massachusetts
$214K
DWM
1239
Dakota Wealth Management
Florida
$213K
CCWM
1240
Cassaday & Co Wealth Management
Virginia
$212K
SM
1241
STF Management
Texas
$212K
CAWM
1242
Capital Advisors Wealth Management
Washington
$212K
AWAG
1243
ARS Wealth Advisors Group
Florida
$212K
AP
1244
Anchyra Partners
Georgia
$211K
SIG
1245
Sargent Investment Group
Maryland
$211K
SIC
1246
Schwartz Investment Counsel
Michigan
$211K
KFS
1247
Kelly Financial Services
Massachusetts
$210K
NWMG
1248
National Wealth Management Group
Ohio
$210K
EA
1249
Enclave Advisors
Texas
$209K
EFG
1250
Ethos Financial Group
Pennsylvania
$209K