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Paychex

1,591 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, 512 increasing their positions, 657 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: 512 | Existing positions reduced: 657

50% less funds holding in top 10

Funds holding in top 10: 2211 (-11)

Holders
1,591
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
AC
626
Allstate Corporation
Illinois
$1.5M
BP
627
Ballentine Partners
Massachusetts
$1.5M
BWG
628
Boomfish Wealth Group
Georgia
$1.5M
KNW
629
Kesler Norman & Wride
Utah
$1.49M
DAS
630
DMKC Advisory Services
Iowa
$1.47M
MAS
631
Meeder Advisory Services
Ohio
$1.47M
A
632
Allianz
Germany
$1.46M
IBOK
633
Independence Bank of Kentucky
Kentucky
$1.46M
QIM
634
Quantitative Investment Management
Virginia
$1.46M
BPWM
635
Badgley Phelps Wealth Managers
Washington
$1.45M
EF
636
Empirical Finance
Pennsylvania
$1.44M
CPWA
637
Cerro Pacific Wealth Advisors
California
$1.43M
JSW
638
Journey Strategic Wealth
New Jersey
$1.43M
PWMAG
639
Pinnacle Wealth Management Advisory Group
New Jersey
$1.43M
AL
640
Aspiriant LLC
California
$1.43M
CHJWM
641
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.42M
DF
642
Donoghue Forlines
Massachusetts
$1.42M
Lido Advisors
643
Lido Advisors
California
$1.41M
BBA
644
BLB&B Advisors
Pennsylvania
$1.4M
SF
645
Summit Financial
New Jersey
$1.4M
UPS
646
UHLMANN PRICE SECURITIES
Illinois
$1.39M
TMAM
647
Tokio Marine Asset Management
Japan
$1.39M
XT
648
XTX Topco
Cayman Islands
$1.39M
CAM
649
Cresset Asset Management
Illinois
$1.38M
FFA
650
Farther Finance Advisors
California
$1.38M