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Paychex

1,568 hedge funds and large institutions have $32.3B invested in Paychex in 2025 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 530 increasing their positions, 640 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:

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
1,568
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
NC
1701
North Capital
Utah
CWM
1702
Crowley Wealth Management
Delaware
Bank Julius Baer & Co
1703
Bank Julius Baer & Co
Switzerland
TCM
1704
TruNorth Capital Management
Michigan
IUHSA
1705
Itau Unibanco Holding S.A.
Brazil
CJ
1706
Caitlin John
Michigan
MAM
1707
MMA Asset Management
Pennsylvania
SC
1708
Stance Capital
Massachusetts
SCA
1709
Stuart Chaussee & Associates
California
HWA
1710
Heartwood Wealth Advisors
Virginia
HFS
1711
Hopwood Financial Services
Virginia
ABWM
1712
Alpine Bank Wealth Management
Colorado
AAS
1713
Ameritas Advisory Services
Nebraska
GWSG
1714
GPS Wealth Strategies Group
Colorado
TIM
1715
Tortoise Investment Management
New York
AEPWM
1716
Atlantic Edge Private Wealth Management
Florida
HDIM
1717
Hanson & Doremus Investment Management
Vermont
YDMI
1718
Y.D. More Investments
Israel
SFCL
1719
Strengthening Families & Communities LLC
Massachusetts
PPA
1720
Painted Porch Advisors
California
DIP
1721
DT Investment Partners
Pennsylvania
MSG
1722
Main Street Group
Virginia
KFP
1723
Keener Financial Planning
Texas
FDW
1724
Fourth Dimension Wealth
Ohio
FGAM
1725
Financial Gravity Asset Management
Texas