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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
SCA
626
Snowden Capital Advisors
New York
$1.53M
AFS
627
Access Financial Services
Minnesota
$1.52M
AF
628
Allworth Financial
California
$1.51M
AC
629
Allstate Corporation
Illinois
$1.5M
BP
630
Ballentine Partners
Massachusetts
$1.5M
BWG
631
Boomfish Wealth Group
Georgia
$1.5M
KNW
632
Kesler Norman & Wride
Utah
$1.49M
DAS
633
DMKC Advisory Services
Iowa
$1.47M
MAS
634
Meeder Advisory Services
Ohio
$1.47M
A
635
Allianz
Germany
$1.46M
IBOK
636
Independence Bank of Kentucky
Kentucky
$1.46M
QIM
637
Quantitative Investment Management
Virginia
$1.46M
BPWM
638
Badgley Phelps Wealth Managers
Washington
$1.45M
EF
639
Empirical Finance
Pennsylvania
$1.44M
CPWA
640
Cerro Pacific Wealth Advisors
California
$1.43M
JSW
641
Journey Strategic Wealth
New Jersey
$1.43M
PWMAG
642
Pinnacle Wealth Management Advisory Group
New Jersey
$1.43M
AL
643
Aspiriant LLC
California
$1.43M
CHJWM
644
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.42M
DF
645
Donoghue Forlines
Massachusetts
$1.42M
Lido Advisors
646
Lido Advisors
California
$1.41M
BBA
647
BLB&B Advisors
Pennsylvania
$1.4M
SF
648
Summit Financial
New Jersey
$1.4M
UPS
649
UHLMANN PRICE SECURITIES
Illinois
$1.39M
TMAM
650
Tokio Marine Asset Management
Japan
$1.39M