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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
GWS
1276
Greykasell Wealth Strategies
California
$251K +$254K +1,790 New
WIS
1277
Wright Investors Service
Connecticut
$250K -$533K -3,751 -68%
TCOT
1278
Trust Company of Toledo
Ohio
$249K
SCI
1279
S&CO Inc
Massachusetts
$248K
SAM
1280
SP Asset Management
California
$247K -$98K -690 -28%
LI
1281
LMCG Investments
Massachusetts
$245K
MSS
1282
Mitchell Sinkler & Starr
Pennsylvania
$245K
MRP
1283
Measured Risk Portfolios
California
$245K +$248K +1,745 New
BHWM
1284
Bar Harbor Wealth Management
New Hampshire
$242K -$8.95K -63 -4%
UL
1285
Unionview LLC
Washington
$241K
MCM
1286
Monument Capital Management
Virginia
$240K +$10.2K +72 +4%
ZF
1287
Zhang Financial
Michigan
$240K +$6.53K +46 +3%
AAS
1288
Ameritas Advisory Services
Nebraska
$240K +$24.3K +171 +11%
HIW
1289
Holos Integrated Wealth
Pennsylvania
$239K +$242K +1,707 New
OCG
1290
Opus Capital Group
Ohio
$237K -$54.5K -384 -18%
IAP
1291
Indie Asset Partners
Indiana
$236K -$80.1K -564 -25%
LA
1292
Legacy Advisors
Pennsylvania
$235K -$69.9K -492 -23%
MWPCG
1293
Measured Wealth Private Client Group
New Hampshire
$235K
CWG
1294
Cornerstone Wealth Group
North Carolina
$234K +$710 +5 +0.3%
CFB
1295
Cullen/Frost Bankers
Texas
$232K +$8.38K +59 +4%
ACM
1296
Allred Capital Management
Texas
$232K
BIM
1297
Baldwin Investment Management
Pennsylvania
$231K
ETS
1298
ESL Trust Services
New York
$231K +$199K +1,400 +560%
MMCM
1299
Murphy & Mullick Capital Management
New York
$231K +$234K +1,648 New
TWM
1300
TCFG Wealth Management
California
$231K -$3.27K -23 -1%

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.