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Paychex

1,568 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, 530 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: 530 | Existing positions reduced: 640

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,568
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
WWA
1401
Wealth Watch Advisors
Colorado
$34.8K
AWA
1402
Acumen Wealth Advisors
Tennessee
$34.4K
MSFP
1403
Mark Sheptoff Financial Planning
Connecticut
$33.7K
BOTPPF
1404
Board of the Pension Protection Fund
United Kingdom
$33.7K
BAM
1405
Bellevue Asset Management
Washington
$33.4K
FGA
1406
Fortis Group Advisors
New Jersey
$33.4K
KFG
1407
Kingdom Financial Group
Arizona
$33.4K
DFA
1408
DHJJ Financial Advisors
Illinois
$32.1K
WA
1409
Westfuller Advisors
New York
$31.5K
WBC
1410
West Branch Capital
Massachusetts
$31.4K
IRC
1411
Investors Research Corp
Georgia
$31.4K
BTD
1412
BankPlus Trust Department
Mississippi
$31.4K
WETS
1413
Wealth Enhancement Trust Services
South Dakota
$31.4K
HHCP
1414
Hilton Head Capital Partners
South Carolina
$30.5K
CPG
1415
Cornerstone Planning Group
New Jersey
$30.4K
WIM
1416
Westside Investment Management
California
$30K
EA
1417
Evolution Advisers
Virginia
$30K
AA
1418
Ancora Advisors
Ohio
$30K
KFP
1419
Kerr Financial Planning
California
$28.7K
API
1420
Asset Planning Inc
California
$28.6K
PMFA
1421
Plante Moran Financial Advisors
Michigan
$28K
ANBT
1422
American National Bank & Trust
Texas
$26.3K
CWM
1423
Consultiva Wealth Management
Puerto Rico
$24.6K
APW
1424
Aventura Private Wealth
Florida
$24.3K
DCM
1425
Dorato Capital Management
Colorado
$24.3K