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Paychex

1,563 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 530 increasing their positions, 640 reducing their positions, and 168 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
1,563
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
$233M
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
JF
1676
Joule Financial
Kentucky
GLA
1677
Great Lakes Advisors
Illinois
GIM
1678
Goelzer Investment Management
Indiana
TFS
1679
Thoroughbred Financial Services
Tennessee
NFW
1680
Noble Family Wealth
Florida
KWMG
1681
King Wealth Management Group
Florida
CAM
1682
Cidel Asset Management
Ontario, Canada
MRP
1683
Measured Risk Portfolios
California
TF
1684
Trek Financial
Arizona
IAS
1685
Investment Advisory Services
Texas
DWM
1686
Destination Wealth Management
California
HJGA
1687
Hardman Johnston Global Advisors
Connecticut
WAAG
1688
Wealth Alliance Advisory Group
Kansas
LWL
1689
Leo Wealth LLC
Texas
MG
1690
Marex Group
FAM
1691
Formidable Asset Management
Ohio
OBWP
1692
O'Brien Wealth Partners
Massachusetts
LCM
1693
Logan Capital Management
Pennsylvania
LIA
1694
Limestone Investment Advisors
New York
NC
1695
North Capital
Utah
CWM
1696
Crowley Wealth Management
Delaware
Bank Julius Baer & Co
1697
Bank Julius Baer & Co
Switzerland
TCM
1698
TruNorth Capital Management
Michigan
IUHSA
1699
Itau Unibanco Holding S.A.
Brazil
CJ
1700
Caitlin John
Michigan