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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
CC
1326
Cornerstone Capital
California
$221K -$9.23K -65 -4%
IC
1327
Iconiq Capital
California
$220K +$223K +1,572 New
ITIM
1328
Indiana Trust & Investment Management
Indiana
$220K
LOPW
1329
Live Oak Private Wealth
North Carolina
$220K
SSB
1330
Sandy Spring Bank
Maryland
$219K +$139K +979 +167%
MFS
1331
Madrona Financial Services
Washington
$217K +$1.56K +11 +0.7%
VC
1332
Veery Capital
Delaware
$216K
JWWM
1333
Johnson & White Wealth Management
Pennsylvania
$216K +$221K +1,559 New
OL
1334
one8zero8 LLC
North Carolina
$216K +$219K +1,540 New
SFG
1335
SNS Financial Group
Minnesota
$216K +$426 +3 +0.2%
BWG
1336
Berry Wealth Group
Texas
$216K +$219K +1,539 New
MKA
1337
M. Kulyk & Associates
Georgia
$215K +$710 +5 +0.3%
PP
1338
PDS Planning
Ohio
$215K +$1.85K +13 +0.9%
EB
1339
Exchange Bank
California
$214K
WF
1340
Wayfinding Financial
Washington
$213K +$216K +1,524 New
PIAS
1341
PCA Investment Advisory Services
Ohio
$211K +$284 +2 +0.1%
FFA
1342
Fragasso Financial Advisors
Pennsylvania
$211K +$214K +1,507 New
WI
1343
Wedgewood Investors
Pennsylvania
$211K
VPP
1344
Vertex Planning Partners
Illinois
$210K +$213K +1,501 New
BBA
1345
Baader Bank Aktiengesellschaft
Germany
$210K -$9.66K -68 -4%
CISOA
1346
Capital Investment Services of America
Wisconsin
$210K
HFAS
1347
Hummer Financial Advisory Services
Illinois
$210K
FSA
1348
Franklin Street Advisors
North Carolina
$210K
PTC
1349
Philadelphia Trust Company
Pennsylvania
$210K
QFA
1350
Quantum Financial Advisors
California
$210K

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.