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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
T
1401
Tidemark
California
$34.9K
WWA
1402
Wealth Watch Advisors
Colorado
$34.8K
AWA
1403
Acumen Wealth Advisors
Tennessee
$34.4K
MSFP
1404
Mark Sheptoff Financial Planning
Connecticut
$33.7K
BOTPPF
1405
Board of the Pension Protection Fund
United Kingdom
$33.7K
BAM
1406
Bellevue Asset Management
Washington
$33.4K
FGA
1407
Fortis Group Advisors
New Jersey
$33.4K
KFG
1408
Kingdom Financial Group
Arizona
$33.4K
DFA
1409
DHJJ Financial Advisors
Illinois
$32.1K
WA
1410
Westfuller Advisors
New York
$31.5K
WBC
1411
West Branch Capital
Massachusetts
$31.4K
IRC
1412
Investors Research Corp
Georgia
$31.4K
BTD
1413
BankPlus Trust Department
Mississippi
$31.4K
WETS
1414
Wealth Enhancement Trust Services
South Dakota
$31.4K
HHCP
1415
Hilton Head Capital Partners
South Carolina
$30.5K
CPG
1416
Cornerstone Planning Group
New Jersey
$30.4K
WIM
1417
Westside Investment Management
California
$30K
EA
1418
Evolution Advisers
Virginia
$30K
AA
1419
Ancora Advisors
Ohio
$30K
KFP
1420
Kerr Financial Planning
California
$28.7K
API
1421
Asset Planning Inc
California
$28.6K
PMFA
1422
Plante Moran Financial Advisors
Michigan
$28K
ANBT
1423
American National Bank & Trust
Texas
$26.3K
MWAL
1424
Medallion Wealth Advisors, LLC
Connecticut
$25.2K
CWM
1425
Consultiva Wealth Management
Puerto Rico
$24.6K