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Paychex

1,586 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 534 increasing their positions, 643 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:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

7% less capital invested

Capital invested by funds: $34.8B → $32.3B (-$2.44B)

17% less repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 643

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,586
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
Q1WB
1501
Quest 10 Wealth Builders
Virginia
$6.99K
MSWM
1502
Mowery & Schoenfeld Wealth Management
Illinois
$6.96K
SWM
1503
SHP Wealth Management
Massachusetts
$6.65K
HFS
1504
Hughes Financial Services
Virginia
$6.62K
CP
1505
Camelot Portfolios
Ohio
$6.39K
RF
1506
Rossby Financial
Florida
$6.17K
HHGA
1507
Halbert Hargrove Global Advisors
California
$5.61K
MGI
1508
Miller Global Investments
Texas
$5.61K
AIA
1509
Aventus Investment Advisors
Florida
$5.5K
MCM
1510
Manchester Capital Management
Vermont
$5.38K
A
1511
AlphaQuest
New York
$5.27K
RBC
1512
Roble Belko & Company
Pennsylvania
$5K
IIM
1513
IFC & Insurance Marketing
California
$5K
EP
1514
Essential Partners
California
$4.95K
NFSG
1515
Newbridge Financial Services Group
Florida
$4.92K
FCAS
1516
First Command Advisory Services
Texas
$4.71K
LWM
1517
Lodestone Wealth Management
Washington
$4.6K
WPA
1518
Wealth Preservation Advisors
Tennessee
$4.49K
HFS
1519
Horizon Financial Services
North Carolina
$4.38K
CWM
1520
Copia Wealth Management
Oregon
$4.38K
PB
1521
Prosperity Bancshares
Texas
$4.15K
EPG
1522
Estate Planners Group
Pennsylvania
$4.02K
EWM
1523
Evolution Wealth Management
Florida
$3.93K
SFS
1524
Sunrise Financial Services
Washington
$3.93K
UFPG
1525
United Financial Planning Group
New York
$3.93K