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Paychex

1,601 hedge funds and large institutions have $34.7B invested in Paychex in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 514 increasing their positions, 662 reducing their positions, and 162 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: $ → $

21% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 162

22% less repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 662

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
CPIG
601
Chicago Partners Investment Group
Illinois
$1.7M
HI
602
Horizon Investments
North Carolina
$1.69M
MWM
603
Modern Wealth Management
Kansas
$1.68M
TSS
604
Thomas Story & Son
Indiana
$1.68M
FHC
605
First Horizon Corporation
Tennessee
$1.66M
AIM
606
Anchor Investment Management
South Carolina
$1.65M
IWA
607
Icon Wealth Advisors
Texas
$1.65M
CM
608
Columbus Macro
Pennsylvania
$1.64M
AP
609
Atwood & Palmer
Missouri
$1.63M
EF
610
Exeter Financial
Arizona
$1.61M
LF
611
Lee Financial
Texas
$1.6M
VIA
612
Virtus Investment Advisers
Connecticut
$1.59M
CA
613
CoreCap Advisors
Michigan
$1.59M
HR
614
Howe & Rusling
New York
$1.59M
WANY
615
Wealthspire Advisors (New York)
New York
$1.58M
DTL
616
Dynamic Technology Lab
Singapore
$1.57M
FFA
617
Fragasso Financial Advisors
Pennsylvania
$1.57M
CRI
618
Commonwealth Retirement Investments
Virginia
$1.57M
NWMG
619
Nicholson Wealth Management Group
South Carolina
$1.56M
FDCDDQ
620
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.56M
WT
621
Washington Trust
Rhode Island
$1.55M
MTC
622
Matrix Trust Company
Colorado
$1.54M
GWMR
623
GC Wealth Management RIA
Massachusetts
$1.54M
AWM
624
AE Wealth Management
Kansas
$1.54M
JF
625
Jump Financial
Illinois
$1.54M