PAYX icon

Paychex

1,588 hedge funds and large institutions have $34.6B invested in Paychex in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 510 increasing their positions, 656 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

20% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 161

22% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 656

50% less funds holding in top 10

Funds holding in top 10: 2211 (-11)

Holders
1,588
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$348M
Puts
$262M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
451
Sheets Smith Wealth Management
North Carolina
$3M
CT
452
Caldwell Trust
Florida
$2.97M
AT
453
American Trust
Kentucky
$2.96M
SIC
454
Shoker Investment Counsel
Ohio
$2.95M
TCM
455
Twin Capital Management
Pennsylvania
$2.95M
CICI
456
Capital Investment Counsel Inc
North Carolina
$2.94M
HWAM
457
Hennion & Walsh Asset Management
New Jersey
$2.92M
QC
458
Quantessence Capital
New York
$2.91M
EWM
459
Elevatus Welath Management
New York
$2.91M
ZCI
460
Zevenbergen Capital Investments
Washington
$2.85M
Thrivent Financial for Lutherans
461
Thrivent Financial for Lutherans
Minnesota
$2.85M
IMCOOI
462
Investment Management Corp of Ontario (IMCO)
Canada
$2.85M
CL
463
Choreo LLC
Illinois
$2.84M
HFM
464
Harvest Fund Management
China
$2.8M
RWM
465
Ritholtz Wealth Management
New York
$2.76M
BI
466
Berkeley Inc
Idaho
$2.74M
CAM
467
Cozad Asset Management
Illinois
$2.73M
VCA
468
Verdence Capital Advisors
Maryland
$2.72M
FNBOO
469
First National Bank of Omaha
Nebraska
$2.71M
PA
470
Pinnacle Associates
New York
$2.68M
NAAA
471
New Age Alpha Advisors
New York
$2.67M
CA
472
Commerzbank Aktiengesellschaft
Germany
$2.65M
WFMPM
473
Woodley Farra Manion Portfolio Management
Indiana
$2.64M
FT
474
Fiduciary Trust
Massachusetts
$2.63M
HT
475
Headlands Technologies
Illinois
$2.62M