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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
DAM
1401
Delta Asset Management
Tennessee
$136K
HCM
1402
Hollencrest Capital Management
California
$135K
LFA
1403
LGT Financial Advisors
Texas
$133K +$426 +3 +0.3%
CH
1404
Cromwell Holdings
Wyoming
$131K
QC
1405
Quent Capital
New York
$128K +$2.13K +15 +2%
MWM
1406
Mascoma Wealth Management
New Hampshire
$128K +$284 +2 +0.2%
BWAM
1407
Boyd Watterson Asset Management
Ohio
$127K
LCM
1408
Logan Capital Management
Pennsylvania
$124K +$426 +3 +0.3%
SIS
1409
Sound Income Strategies
Florida
$123K +$8.8K +62 +8%
OA
1410
Operose Advisors
Wisconsin
$122K
EBA
1411
Eagle Bay Advisors
New York
$122K -$2.7K -19 -2%
MFG
1412
Menard Financial Group
Texas
$120K +$122K +859 New
SWA
1413
SOA Wealth Advisors
New York
$119K +$710 +5 +0.6%
PFBT
1414
Parkside Financial Bank & Trust
Missouri
$106K +$14.5K +102 +16%
OIA
1415
Optimum Investment Advisors
Illinois
$105K
HBW
1416
Hazlett, Burt & Watson
West Virginia
$101K
LFG
1417
Larson Financial Group
Missouri
$101K +$14.8K +104 +17%
FMTCOCP
1418
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$98K
VC
1419
Vestor Capital
Illinois
$97K +$28.8K +203 +41%
BCWM
1420
Bartlett & Co Wealth Management
Ohio
$96.5K
AWM
1421
Avior Wealth Management
Nebraska
$95.2K +$426 +3 +0.4%
SNB
1422
Security National Bank
Nebraska
$94.6K
PAM
1423
Parvin Asset Management
South Dakota
$93.9K +$95.1K +670 New
CH
1424
Canton Hathaway
Rhode Island
$91K
CCA
1425
Catalyst Capital Advisors
New York
$90K -$10.2K -72 -10%

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.