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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
CAWM
1601
Capital A Wealth Management
Pennsylvania
$3.23K +$3.27K +23 New
CSWM
1602
Cassady Schiller Wealth Management
Ohio
$3.23K +$3.27K +23 New
BFS
1603
Burkett Financial Services
South Carolina
$3.08K
LAM
1604
Lummis Asset Management
Texas
$3.08K
TWD
1605
True Wealth Design
Ohio
$2.68K +$852 +6 +46%
TCA
1606
Trifecta Capital Advisors
Illinois
$2.67K
FFC
1607
First Financial Corp
Indiana
$2.66K +$2.7K +19 New
SIC
1608
SJS Investment Consulting
Ohio
$2.52K -$30K -211 -92%
CWP
1609
Clark Wealth Partners
Illinois
$2.52K +$2.56K +18 New
HWP
1610
Highline Wealth Partners
California
$2.38K
GWSA
1611
Global Wealth Strategies & Associates
Colorado
$2.38K +$2.41K +17 New
CPG
1612
Cornerstone Planning Group
New Jersey
$2.37K +$852 +6 +60%
CTB
1613
Country Trust Bank
Illinois
$2.24K
1IA
1614
1620 Investment Advisors
Massachusetts
$2.24K +$2.27K +16 New
FWM
1615
FLP Wealth Management
Arkansas
$2.15K +$2.13K +15 New
AP
1616
Aspect Partners
Virginia
$1.96K
MDA
1617
Minot DeBlois Advisors
Massachusetts
$1.96K +$1.99K +14 New
W
1618
WealthCollab
Washington
$1.82K
NC
1619
NewSquare Capital
Pennsylvania
$1.54K +$1.56K +11 New
WWM
1620
Wolff Wiese Magana
California
$1.4K
PA
1621
PSI Advisors
Florida
$1.4K
RWM
1622
Ruedi Wealth Management
Illinois
$1.4K
CIAM
1623
Caitong International Asset Management
Hong Kong
$1.4K +$1.42K +10 New
PWA
1624
Principia Wealth Advisory
Texas
$1.4K +$1.42K +10 New
BFPW
1625
BOK Financial Private Wealth
Colorado
$1.12K -$87.6K -617 -99%

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.