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Paychex

1,581 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 533 increasing their positions, 641 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:

more 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 (-$2.38B)

17% less repeat investments, than reductions

Existing positions increased: 533 | Existing positions reduced: 641

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,581
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
CAM
1701
Cidel Asset Management
Ontario, Canada
MRP
1702
Measured Risk Portfolios
California
TF
1703
Trek Financial
Arizona
IAS
1704
Investment Advisory Services
Texas
DWM
1705
Destination Wealth Management
California
HJGA
1706
Hardman Johnston Global Advisors
Connecticut
WAAG
1707
Wealth Alliance Advisory Group
Kansas
LWL
1708
Leo Wealth LLC
Texas
MG
1709
Marex Group
FAM
1710
Formidable Asset Management
Ohio
OBWP
1711
O'Brien Wealth Partners
Massachusetts
LCM
1712
Logan Capital Management
Pennsylvania
LIA
1713
Limestone Investment Advisors
New York
NC
1714
North Capital
Utah
CWM
1715
Crowley Wealth Management
Delaware
Bank Julius Baer & Co
1716
Bank Julius Baer & Co
Switzerland
TCM
1717
TruNorth Capital Management
Michigan
IUHSA
1718
Itau Unibanco Holding S.A.
Brazil
CJ
1719
Caitlin John
Michigan
MAM
1720
MMA Asset Management
Pennsylvania
SC
1721
Stance Capital
Massachusetts
SCA
1722
Stuart Chaussee & Associates
California
HWA
1723
Heartwood Wealth Advisors
Virginia
HFS
1724
Hopwood Financial Services
Virginia
ABWM
1725
Alpine Bank Wealth Management
Colorado