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Paychex

1,563 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 530 increasing their positions, 640 reducing their positions, and 168 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
1,563
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
$233M
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
EWM
1501
Evolution Wealth Management
Florida
$3.93K
UFPG
1502
United Financial Planning Group
New York
$3.93K
SFS
1503
Sunrise Financial Services
Washington
$3.93K
HWA
1504
HHM Wealth Advisors
Tennessee
$3.88K
KA
1505
Kozak & Associates
Colorado
$3.87K
AWM
1506
Abound Wealth Management
Tennessee
$3.71K
AP
1507
Aspect Partners
Virginia
$3.7K
FF
1508
Friedenthal Financial
New Jersey
$3.59K
DWA
1509
Delos Wealth Advisors
Texas
$3.48K
OPTFSNA
1510
Old Point Trust & Financial Services N A
Virginia
$3.48K
CFM
1511
Cornerstone Financial Management
Massachusetts
$3.48K
DPW
1512
DiNuzzo Private Wealth
Pennsylvania
$3.37K
CFFP
1513
Center for Financial Planning
Michigan
$3.25K
AG
1514
AmeriFlex Group
Nevada
$3.25K
DF
1515
Dunhill Financial
United Kingdom
$2.98K
NA
1516
Networth Advisors
Pennsylvania
$2.92K
MSL
1517
Monetary Solutions, Ltd
Ohio
$2.92K
BLC
1518
Brown, Lisle/Cummings
Rhode Island
$2.69K
PWMG
1519
Private Wealth Management Group
New Jersey
$2.58K
TWD
1520
True Wealth Design
Ohio
$2.58K
BFS
1521
Burkett Financial Services
South Carolina
$2.54K
PWA
1522
Principia Wealth Advisory
Texas
$2.47K
WA
1523
WPG Advisers
Maryland
$2.24K
NL
1524
NVWM LLC
Pennsylvania
$2.24K
IWM
1525
IMG Wealth Management
Florida
$2.24K