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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
SAM
1226
Sequent Asset Management
Texas
$280K
SJL
1227
Shayne & Jacobs LLC
Tennessee
$280K
KAS
1228
KPP Advisory Services
Kentucky
$280K -$852 -6 -0.3%
BWM
1229
BlackDiamond Wealth Management
New York
$279K +$284 +2 +0.1%
GAM
1230
Groupama Asset Management
France
$278K -$1.74M -12,268 -86%
CSB
1231
City State Bank
Iowa
$275K -$10.8K -76 -4%
RPWA
1232
Regent Peak Wealth Advisors
Georgia
$275K +$3.41K +24 +1%
FFA
1233
Founders Financial Alliance
North Carolina
$275K
EA
1234
Enclave Advisors
Texas
$274K -$426 -3 -0.2%
BWP
1235
BSW Wealth Partners
Colorado
$274K +$63.2K +445 +29%
PWP
1236
Phillips Wealth Planners
Mississippi
$274K -$4.4K -31 -2%
AWA
1237
Aaron Wealth Advisors
Illinois
$273K +$8.95K +63 +3%
AA
1238
Advisory Alpha
Michigan
$273K +$276K +1,947 New
EFG
1239
Ethos Financial Group
Pennsylvania
$273K -$994 -7 -0.4%
MSAM
1240
Moloney Securities Asset Management
Missouri
$273K
C
1241
Covestor
United Kingdom
$272K -$40.9K -288 -13%
VDI
1242
Vaughan David Investments
Illinois
$272K
NF
1243
Nikulski Financial
Iowa
$271K
RWM
1244
Rockline Wealth Management
New York
$270K
SIM
1245
Stratos Investment Management
Ohio
$270K -$142K -998 -34%
MWA
1246
Midland Wealth Advisors
Illinois
$269K
SAM
1247
Smartleaf Asset Management
Massachusetts
$269K +$94.9K +668 +53%
BCM
1248
Becker Capital Management
Oregon
$268K
WIC
1249
Wilkins Investment Counsel
Massachusetts
$268K
FAFN
1250
First Affirmative Financial Network
Colorado
$267K -$16.9K -119 -6%

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.