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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
WI
1476
Wintrust Investments
Illinois
$44K -$2.84K -20 -6%
T
1477
Tidemark
California
$43.6K
OIAM
1478
OFI Invest Asset Management
France
$43.1K +$45.2K +318 New
CB
1479
CNB Bank
Pennsylvania
$42.1K
MSFP
1480
Mark Sheptoff Financial Planning
Connecticut
$42.1K
CCM
1481
Campbell Capital Management
Florida
$42.1K +$42.6K +300 New
CHC
1482
City Holding Co
West Virginia
$42.1K +$42.6K +300 New
FGA
1483
Fortis Group Advisors
New Jersey
$41.8K
BAM
1484
Bellevue Asset Management
Washington
$41.8K
WA
1485
Whipplewood Advisors
Colorado
$41.1K +$41.6K +293 New
OAJ
1486
Ogorek Anthony Joseph
New York
$41K +$142 +1 +0.3%
DFA
1487
DHJJ Financial Advisors
Illinois
$40.1K
APW
1488
Aventura Private Wealth
Florida
$39.9K +$40.3K +284 New
BTD
1489
BankPlus Trust Department
Mississippi
$39.3K +$39.8K +280 New
BWL
1490
Bogart Wealth LLC
Virginia
$38.7K
OP
1491
ORG Partners
Indiana
$38.4K
CCA
1492
Criterion Capital Advisors
Tennessee
$38.4K
EA
1493
Evolution Advisers
Virginia
$38K
HWM
1494
Hemington Wealth Management
Virginia
$37K +$5.82K +41 +18%
JWA
1495
JFS Wealth Advisors
Pennsylvania
$36.2K -$9.52K -67 -21%
API
1496
Asset Planning Inc
California
$35.8K +$36.2K +255 New
MG
1497
MilWealth Group
Wisconsin
$35.5K +$35.9K +253 New
IRC
1498
Investors Research Corp
Georgia
$35.2K
FFO
1499
Fortitude Family Office
Arizona
$35.1K
PMFA
1500
Plante Moran Financial Advisors
Michigan
$35.1K

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.