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Paychex

1,600 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, 513 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

23% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 662

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,600
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
HI
601
Horizon Investments
North Carolina
$1.69M
MWM
602
Modern Wealth Management
Kansas
$1.68M
TSS
603
Thomas Story & Son
Indiana
$1.68M
FHC
604
First Horizon Corporation
Tennessee
$1.66M
AIM
605
Anchor Investment Management
South Carolina
$1.65M
IWA
606
Icon Wealth Advisors
Texas
$1.65M
CM
607
Columbus Macro
Pennsylvania
$1.64M
AP
608
Atwood & Palmer
Missouri
$1.63M
EF
609
Exeter Financial
Arizona
$1.61M
LF
610
Lee Financial
Texas
$1.6M
VIA
611
Virtus Investment Advisers
Connecticut
$1.59M
CA
612
CoreCap Advisors
Michigan
$1.59M
HR
613
Howe & Rusling
New York
$1.59M
WANY
614
Wealthspire Advisors (New York)
New York
$1.58M
DTL
615
Dynamic Technology Lab
Singapore
$1.57M
FFA
616
Fragasso Financial Advisors
Pennsylvania
$1.57M
CRI
617
Commonwealth Retirement Investments
Virginia
$1.57M
NWMG
618
Nicholson Wealth Management Group
South Carolina
$1.56M
FDCDDQ
619
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.56M
WT
620
Washington Trust
Rhode Island
$1.55M
MTC
621
Matrix Trust Company
Colorado
$1.54M
GWMR
622
GC Wealth Management RIA
Massachusetts
$1.54M
AWM
623
AE Wealth Management
Kansas
$1.54M
JF
624
Jump Financial
Illinois
$1.54M
TF
625
Tompkins Financial
New York
$1.54M