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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
AW
1501
Avion Wealth
Texas
$34K +$28.7K +202 +470%
PWMG
1502
Prestige Wealth Management Group
New Jersey
$33.1K -$568 -4 -2%
MEG
1503
Millstone Evans Group
Colorado
$32.8K +$33.2K +234 New
CWM
1504
CarsonAllaria Wealth Management
Illinois
$32.6K +$142 +1 +0.4%
WWP
1505
WR Wealth Planners
Missouri
$32.4K -$1.42K -10 -4%
MCM
1506
MV Capital Management
Maryland
$32.1K +$142 +1 +0.4%
MWA
1507
Medallion Wealth Advisors
Connecticut
$31.6K +$32K +225 New
SCA
1508
Stuart Chaussee & Associates
California
$30.8K
CWM
1509
Consultiva Wealth Management
Puerto Rico
$30.7K +$31.1K +219 New
WCM
1510
WealthTrak Capital Management
Virginia
$28.5K +$28.8K +203 New
UBP
1511
Union Bancaire Privee
Switzerland
$28K +$28.4K +200 New
CIR
1512
Clear Investment Research
Georgia
$27.6K
VWA
1513
Valued Wealth Advisors
Utah
$27.1K +$5.68K +40 +26%
MAM
1514
Meeder Asset Management
Ohio
$26.1K +$18.2K +128 +221%
GWSG
1515
GPS Wealth Strategies Group
Colorado
$26K
CWM
1516
Cedar Wealth Management
California
$23.4K
WIM
1517
Westside Investment Management
California
$23.1K
BHWM
1518
Beaird Harris Wealth Management
Texas
$22.6K +$22.9K +161 New
FCMT
1519
Founders Capital Management (Texas)
Texas
$22K
SC
1520
Stephens Consulting
Michigan
$21.3K +$21.6K +152 New
LSA
1521
Leonteq Securities AG
Switzerland
$20.5K -$4.69K -33 -18%
BIA
1522
Bell Investment Advisors
California
$20.3K +$994 +7 +5%
PAI
1523
Pittenger & Anderson Inc
Nebraska
$20.1K
OPTFSNA
1524
Old Point Trust & Financial Services N A
Virginia
$18.8K
NBT
1525
Northwest Bank & Trust
Iowa
$18.4K

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.