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Paychex

1,634 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: 1,5411,634 (+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
1,634
Holders Change
+93
Holders Change %
+6.04%
% of All Funds
21.52%
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
EPW
1376
Evergreen Private Wealth
Colorado
$185K -$142 -1 -0.1%
SIM
1377
Sentry Investment Management
Wisconsin
$185K -$30.5K -215 -14%
CSPIA
1378
Cary Street Partners Investment Advisory
Virginia
$185K -$1.01M -7,147 -84%
OSNBOA
1379
Old Second National Bank of Aurora
Illinois
$185K +$7.24K +51 +4%
OBWP
1380
O'Brien Wealth Partners
Massachusetts
$179K -$24.6K -173 -12%
BCM
1381
Blume Capital Management
California
$177K
MHR
1382
Matthew Hamilton Rosenberg
$173K
USB
1383
Union Savings Bank
Connecticut
$168K
LI
1384
Louisbourg Investments
New Brunswick, Canada
$168K
AAP
1385
Arax Advisory Partners
Colorado
$166K +$130K +912 +332%
PFG
1386
Putney Financial Group
California
$164K +$166K +1,170 New
VAG
1387
VisionPoint Advisory Group
Texas
$164K -$5.25K -37 -3%
SIC
1388
Salem Investment Counselors
North Carolina
$157K
BC
1389
Barrett & Company
Rhode Island
$157K
MA
1390
MCF Advisors
Kentucky
$156K +$7.53K +53 +5%
KBFS
1391
Kohmann Bosshard Financial Services
Ohio
$150K -$82.7K -582 -35%
DMBA
1392
Deseret Mutual Benefit Administrators
Utah
$150K -$2.84K -20 -2%
AA
1393
Addison Advisors
Vermont
$148K +$14.2K +100 +10%
RWM
1394
Rialto Wealth Management
New York
$145K +$147K +1,035 New
CWM
1395
Centricity Wealth Management
Ohio
$142K +$144K +1,014 New
PP
1396
Pingora Partners
Wyoming
$140K
NL
1397
NVWM LLC
Pennsylvania
$140K
MBFW
1398
Morton Brown Family Wealth
Pennsylvania
$138K
AIC
1399
Archer Investment Corporation
Indiana
$137K -$1.28K -9 -0.9%
Loomis, Sayles & Company
1400
Loomis, Sayles & Company
Massachusetts
$136K +$51.4K +362 +60%

PAYX Hedge Fund Activity: Q4 2024 in Review

1,634 of the 7,592 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.

  • 1,634 institutional investors held Paychex (PAYX) as of Q4 2024, up from 1,541 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.