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Paychex

1,568 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, 530 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: 530 | Existing positions reduced: 640

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,568
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
WPA
1501
Wealth Preservation Advisors
Tennessee
$4.49K
HFS
1502
Horizon Financial Services
North Carolina
$4.38K
CWM
1503
Copia Wealth Management
Oregon
$4.38K
PB
1504
Prosperity Bancshares
Texas
$4.15K
EPGL
1505
Estate Planners Group, LLC
Pennsylvania
$4.02K
EWM
1506
Evolution Wealth Management
Florida
$3.93K
UFPG
1507
United Financial Planning Group
New York
$3.93K
SFS
1508
Sunrise Financial Services
Washington
$3.93K
HWA
1509
HHM Wealth Advisors
Tennessee
$3.88K
KA
1510
Kozak & Associates
Colorado
$3.87K
AWM
1511
Abound Wealth Management
Tennessee
$3.71K
AP
1512
Aspect Partners
Virginia
$3.7K
FF
1513
Friedenthal Financial
New Jersey
$3.59K
DWA
1514
Delos Wealth Advisors
Texas
$3.48K
OPTFSNA
1515
Old Point Trust & Financial Services N A
Virginia
$3.48K
CFM
1516
Cornerstone Financial Management
Massachusetts
$3.48K
DPW
1517
DiNuzzo Private Wealth
Pennsylvania
$3.37K
CFFP
1518
Center for Financial Planning
Michigan
$3.25K
AG
1519
AmeriFlex Group
Nevada
$3.25K
DF
1520
Dunhill Financial
United Kingdom
$2.98K
MS
1521
Monetary Solutions
Ohio
$2.92K
NA
1522
Networth Advisors
Pennsylvania
$2.92K
BLC
1523
Brown, Lisle/Cummings
Rhode Island
$2.69K
PWMG
1524
Private Wealth Management Group
New Jersey
$2.58K
TWD
1525
True Wealth Design
Ohio
$2.58K