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Paychex

1,610 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, 516 increasing their positions, 668 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

23% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 668

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,610
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
JF
626
Jump Financial
Illinois
$1.54M
TF
627
Tompkins Financial
New York
$1.54M
SCA
628
Snowden Capital Advisors
New York
$1.53M
AFS
629
Access Financial Services
Minnesota
$1.52M
AF
630
Allworth Financial
California
$1.51M
AC
631
Allstate Corporation
Illinois
$1.5M
BP
632
Ballentine Partners
Massachusetts
$1.5M
BWG
633
Boomfish Wealth Group
Georgia
$1.5M
KNW
634
Kesler Norman & Wride
Utah
$1.49M
DAS
635
DMKC Advisory Services
Iowa
$1.47M
MAS
636
Meeder Advisory Services
Ohio
$1.47M
A
637
Allianz
Germany
$1.46M
IBOK
638
Independence Bank of Kentucky
Kentucky
$1.46M
QIM
639
Quantitative Investment Management
Virginia
$1.46M
BPWM
640
Badgley Phelps Wealth Managers
Washington
$1.45M
EF
641
Empirical Finance
Pennsylvania
$1.44M
CPWA
642
Cerro Pacific Wealth Advisors
California
$1.43M
JSW
643
Journey Strategic Wealth
New Jersey
$1.43M
PWMAG
644
Pinnacle Wealth Management Advisory Group
New Jersey
$1.43M
AL
645
Aspiriant LLC
California
$1.43M
CHJWM
646
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.42M
DF
647
Donoghue Forlines
Massachusetts
$1.42M
Lido Advisors
648
Lido Advisors
California
$1.41M
BBA
649
BLB&B Advisors
Pennsylvania
$1.4M
SF
650
Summit Financial
New Jersey
$1.4M