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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
MAM
1701
MMA Asset Management
Pennsylvania
SCA
1702
Stuart Chaussee & Associates
California
HWA
1703
Heartwood Wealth Advisors
Virginia
HFS
1704
Hopwood Financial Services
Virginia
ABWM
1705
Alpine Bank Wealth Management
Colorado
AAS
1706
Ameritas Advisory Services
Nebraska
GWSG
1707
GPS Wealth Strategies Group
Colorado
TIM
1708
Tortoise Investment Management
New York
AEPWM
1709
Atlantic Edge Private Wealth Management
Florida
HDIM
1710
Hanson & Doremus Investment Management
Vermont
YDMI
1711
Y.D. More Investments
Israel
SFCL
1712
Strengthening Families & Communities LLC
Massachusetts
DIP
1713
DT Investment Partners
Pennsylvania
MSG
1714
Main Street Group
Virginia
KFP
1715
Keener Financial Planning
Texas
FDW
1716
Fourth Dimension Wealth
Ohio
FGAM
1717
Financial Gravity Asset Management
Texas
CCM
1718
Cloud Capital Management
Washington
NWMP
1719
Noble Wealth Management PBC
Colorado
JGIA
1720
Jackson Grant Investment Advisers
Connecticut
TVWM
1721
Tower View Wealth Management
Wisconsin
GTAM
1722
Global Trust Asset Management
Florida
CA
1723
Centerpoint Advisors
Massachusetts
MAM
1724
Marquette Asset Management
Minnesota
TCA
1725
Trifecta Capital Advisors
Illinois