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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
AAG
1376
Armstrong Advisory Group
Massachusetts
$47.6K
DF
1377
DecisionPoint Financial
Arizona
$47K
NECFA
1378
New England Capital Financial Advisors
Connecticut
$46.6K
CTWM
1379
Cherry Tree Wealth Management
Minnesota
$46.3K
JWA
1380
JFS Wealth Advisors
Pennsylvania
$46.1K
CWA
1381
Carolina Wealth Advisors
South Carolina
$44.9K
BWL
1382
Bogart Wealth LLC
Virginia
$44.9K
CVM
1383
Cheviot Value Management
California
$44.3K
TFIPS
1384
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.8K
RFS
1385
Richardson Financial Services
Massachusetts
$42.6K
FRA
1386
Front Row Advisors
California
$42.2K
CM
1387
Capula Management
Cayman Islands
$41.6K
FCT
1388
First Community Trust
Iowa
$41.6K
CT
1389
Clearstead Trust
Maine
$40.7K
CM
1390
Castleark Management
Illinois
$40.4K
TFA
1391
Toth Financial Advisory
Virginia
$40K
BGAI
1392
Bruce G. Allen Investments
Colorado
$39.2K
OAJ
1393
Ogorek Anthony Joseph
New York
$39K
CMA
1394
Cedar Mountain Advisors
Oregon
$37.5K
SN
1395
Sittner & Nelson
Oregon
$37.2K
PFSC
1396
Peoples Financial Services Corp
Pennsylvania
$35.4K
T
1397
Tidemark
California
$34.9K
WWA
1398
Wealth Watch Advisors
Colorado
$34.8K
AWA
1399
Acumen Wealth Advisors
Tennessee
$34.4K
MSFP
1400
Mark Sheptoff Financial Planning
Connecticut
$33.7K