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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
TCA
1251
Transcend Capital Advisors
New Jersey
$267K +$568 +4 +0.2%
BTWM
1252
Brass Tax Wealth Management
Ohio
$267K -$31.2K -220 -10%
CB
1253
Centennial Bank
Arkansas
$267K -$8.66K -61 -3%
SG
1254
StoneX Group
New York
$267K +$270K +1,901 New
SI
1255
Sava Infond
Slovenia
$266K +$270K +1,900 New
DT
1256
Diversified Trust
Tennessee
$266K -$6.67K -47 -2%
AFA
1257
AA Financial Advisors
Ohio
$265K
CAWM
1258
Capital Advisors Wealth Management
Washington
$264K
SIC
1259
Schwartz Investment Counsel
Michigan
$263K
BFW
1260
Brady Family Wealth
Missouri
$263K -$1.14K -8 -0.4%
CWM
1261
Cahaba Wealth Management
Georgia
$262K -$3.12K -22 -1%
MFG
1262
Magnus Financial Group
New York
$262K
AWAG
1263
ARS Wealth Advisors Group
Florida
$262K +$426 +3 +0.2%
AIM
1264
Aspen Investment Management
Michigan
$261K
CWM
1265
Cranbrook Wealth Management
Michigan
$259K +$17K +120 +7%
OHWA
1266
Oak Hill Wealth Advisors
Virginia
$258K +$261K +1,840 New
WG
1267
Wealth Group
North Carolina
$257K +$47.1K +332 +22%
MAG
1268
MRA Advisory Group
New Jersey
$257K +$8.66K +61 +3%
PIA
1269
Pinion Investment Advisors
Kansas
$256K +$142 +1 +0.1%
SWM
1270
Spire Wealth Management
Virginia
$256K +$4.69K +33 +2%
SR
1271
Syntax Research
Florida
$256K
TPWA
1272
TRUE Private Wealth Advisors
Oregon
$255K -$2.84K -20 -1%
AC
1273
Avestar Capital
New York
$253K +$23.6K +166 +10%
PL
1274
Perpetual Ltd
Australia
$252K
TF
1275
Trek Financial
Arizona
$252K -$38.3K -270 -13%

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.