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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
MWM
1326
Mascoma Wealth Management
New Hampshire
$103K
OL
1327
OneFund LLC
Florida
$102K
RIL
1328
Rothschild Investment LLC
Illinois
$99.8K
BBPWM
1329
Blue Bell Private Wealth Management
Pennsylvania
$98.4K
KBFS
1330
Kohmann Bosshard Financial Services
Ohio
$98.3K
SWA
1331
SOA Wealth Advisors
New York
$97.8K
OA
1332
Operose Advisors
Wisconsin
$97.6K
HCM
1333
Hollencrest Capital Management
California
$93.6K
KFAS
1334
Keating Financial Advisory Services
Kansas
$91.2K
C
1335
Covestor
United Kingdom
$91K
Loomis, Sayles & Company
1336
Loomis, Sayles & Company
Massachusetts
$90.6K
Cohen & Steers
1337
Cohen & Steers
New York
$90K
FDP
1338
Financiere des Professionnels
Quebec, Canada
$89.7K
BCM
1339
Birch Capital Management
Texas
$89.5K
SS
1340
SBI Securities
Japan
$89.5K
CIAM
1341
Caitong International Asset Management
Hong Kong
$88.3K
AIC
1342
Archer Investment Corporation
Indiana
$86.8K
SIM
1343
Sentry Investment Management
Wisconsin
$86K
LFA
1344
LGT Financial Advisors
Texas
$83.5K
DAM
1345
Delta Asset Management
Tennessee
$79.1K
IIM
1346
Intact Investment Management
Quebec, Canada
$78.5K
VC
1347
Vestor Capital
Illinois
$77K
PAM
1348
Parvin Asset Management
South Dakota
$75.2K
LGWM
1349
Litman Gregory Wealth Management
California
$73K
SNB
1350
Security National Bank
Nebraska
$71.8K