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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
FCAS
1501
First Command Advisory Services
Texas
$4.71K
LWM
1502
Lodestone Wealth Management
Washington
$4.6K
WPA
1503
Wealth Preservation Advisors
Tennessee
$4.49K
HFS
1504
Horizon Financial Services
North Carolina
$4.38K
CWM
1505
Copia Wealth Management
Oregon
$4.38K
PB
1506
Prosperity Bancshares
Texas
$4.15K
EPG
1507
Estate Planners Group
Pennsylvania
$4.02K
SFS
1508
Sunrise Financial Services
Washington
$3.93K
UFPG
1509
United Financial Planning Group
New York
$3.93K
EWM
1510
Evolution Wealth Management
Florida
$3.93K
HWA
1511
HHM Wealth Advisors
Tennessee
$3.88K
KA
1512
Kozak & Associates
Colorado
$3.87K
AWM
1513
Abound Wealth Management
Tennessee
$3.71K
AP
1514
Aspect Partners
Virginia
$3.7K
FF
1515
Friedenthal Financial
New Jersey
$3.59K
DWA
1516
Delos Wealth Advisors
Texas
$3.48K
OPTFSNA
1517
Old Point Trust & Financial Services N A
Virginia
$3.48K
CFM
1518
Cornerstone Financial Management
Massachusetts
$3.48K
DPW
1519
DiNuzzo Private Wealth
Pennsylvania
$3.37K
CFFP
1520
Center for Financial Planning
Michigan
$3.25K
AG
1521
AmeriFlex Group
Nevada
$3.25K
DF
1522
Dunhill Financial
United Kingdom
$2.98K
NA
1523
Networth Advisors
Pennsylvania
$2.92K
MS
1524
Monetary Solutions
Ohio
$2.92K
BLC
1525
Brown, Lisle/Cummings
Rhode Island
$2.69K