We are live on ! Find out more
PAYX icon

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
TIM
1526
Tortoise Investment Management
New York
$18.4K -$26K -183 -58%
RPA
1527
Redwood Park Advisors
California
$18.2K +$18.5K +130 New
AEPWM
1528
Atlantic Edge Private Wealth Management
Florida
$17.7K
CIA
1529
Cape Investment Advisory
Georgia
$16.5K +$1.14K +8 +7%
CAS
1530
Coppell Advisory Solutions
Texas
$16.4K -$1.28K -9 -7%
ATC
1531
Advantage Trust Company
Kansas
$16.1K
PSB
1532
Piscataqua Savings Bank
New Hampshire
$15.8K
RF
1533
Roxbury Financial
New Jersey
$14.1K +$13.6K +96 New
BL
1534
BFSG LLC
California
$14K -$63.5K -447 -82%
AWM
1535
AllSquare Wealth Management
New York
$14K
SGC
1536
Slocum, Gordon & Co
Rhode Island
$14K
TFGT
1537
TS Financial Group (TSFG)
Illinois
$14K +$142 +1 +1%
RDIA
1538
RE Dickinson Investment Advisors
Iowa
$14K +$1.42K +10 New
BT
1539
Banque Transatlantique
France
$13.9K +$14.2K +100 New
S
1540
Sachetta
Massachusetts
$13.9K +$284 +2 +2%
BA
1541
Bellwether Advisors
Nebraska
$13.7K +$13.9K +98 New
SC
1542
Solstein Capital
California
$12.8K
SSG
1543
Summit Securities Group
New York
$12.6K +$12.8K +90 New
AF
1544
Atala Financial
California
$12.3K +$12.5K +88 New
RTL
1545
Red Tortoise LLC
Georgia
$11.9K
PPA
1546
Painted Porch Advisors
California
$11.5K +$11.6K +82 New
MSWM
1547
Mowery & Schoenfeld Wealth Management
Illinois
$11.4K +$11.5K +81 New
EWM
1548
Evermay Wealth Management
Virginia
$11.2K
LWA
1549
Lowe Wealth Advisors
Maryland
$11.2K
AG
1550
AmeriFlex Group
Nevada
$11.1K +$10.7K +75 New

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.