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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
BCM
1301
Blume Capital Management
California
$142K
GAG
1302
Goodman Advisory Group
Massachusetts
$139K
EPW
1303
Evergreen Private Wealth
Colorado
$139K
LI
1304
Louisbourg Investments
New Brunswick, Canada
$135K
SWM
1305
Spire Wealth Management
Virginia
$135K
SIC
1306
SJS Investment Consulting
Ohio
$134K
CFO
1307
CVA Family Office
Colorado
$134K
DMBA
1308
Deseret Mutual Benefit Administrators
Utah
$134K
QC
1309
Quent Capital
New York
$133K
SEP
1310
Signature Equity Partners
Ohio
$133K
AA
1311
Addison Advisors
Vermont
$130K
FMB
1312
Field & Main Bank
Kentucky
$129K
USB
1313
Union Savings Bank
Connecticut
$126K
BC
1314
Barrett & Company
Rhode Island
$126K
PWPS
1315
Pinnacle Wealth Planning Services
Ohio
$123K
HFS
1316
Hantz Financial Services
Michigan
$119K
RWM
1317
Rialto Wealth Management
New York
$118K
PFBT
1318
Parkside Financial Bank & Trust
Missouri
$116K
SSG
1319
Summit Securities Group
New York
$115K
PP
1320
Pingora Partners
Wyoming
$112K
MBFW
1321
Morton Brown Family Wealth
Pennsylvania
$110K
CH
1322
Cromwell Holdings
Wyoming
$110K
GM
1323
GeoWealth Management
Illinois
$108K
BCWM
1324
Bartlett & Co Wealth Management
Ohio
$106K
MB
1325
MidFirst Bank
Oklahoma
$103K