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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
CH
1326
Cromwell Holdings
Wyoming
$110K
GM
1327
GeoWealth Management
Illinois
$108K
BCWM
1328
Bartlett & Co Wealth Management
Ohio
$106K
MB
1329
MidFirst Bank
Oklahoma
$103K
MWM
1330
Mascoma Wealth Management
New Hampshire
$103K
OL
1331
OneFund LLC
Florida
$102K
RIL
1332
Rothschild Investment LLC
Illinois
$99.8K
BBPWM
1333
Blue Bell Private Wealth Management
Pennsylvania
$98.4K
KBFS
1334
Kohmann Bosshard Financial Services
Ohio
$98.3K
SWA
1335
SOA Wealth Advisors
New York
$97.8K
OA
1336
Operose Advisors
Wisconsin
$97.6K
HCM
1337
Hollencrest Capital Management
California
$93.6K
KFAS
1338
Keating Financial Advisory Services
Kansas
$91.2K
C
1339
Covestor
United Kingdom
$91K
Loomis, Sayles & Company
1340
Loomis, Sayles & Company
Massachusetts
$90.6K
Cohen & Steers
1341
Cohen & Steers
New York
$90K
FDP
1342
Financiere des Professionnels
Quebec, Canada
$89.7K
BCM
1343
Birch Capital Management
Texas
$89.5K
SS
1344
SBI Securities
Japan
$89.5K
CIAM
1345
Caitong International Asset Management
Hong Kong
$88.3K
AIC
1346
Archer Investment Corporation
Indiana
$86.8K
SIM
1347
Sentry Investment Management
Wisconsin
$86K
LFA
1348
LGT Financial Advisors
Texas
$83.5K
DAM
1349
Delta Asset Management
Tennessee
$79.1K
IIM
1350
Intact Investment Management
Quebec, Canada
$78.5K