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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
CIC
651
Carnegie Investment Counsel
Ohio
$1.37M
CP
652
Covenant Partners
Tennessee
$1.37M
PDL
653
Portfolio Design Labs
California
$1.37M
PPA
654
Pacific Point Advisors
California
$1.37M
EWM
655
EPG Wealth Management
Georgia
$1.36M
WA
656
Waverly Advisors
Alabama
$1.36M
Koshinski Asset Management
657
Koshinski Asset Management
Illinois
$1.35M
HNB
658
Huntington National Bank
Ohio
$1.34M
GSB
659
Greenfield Savings Bank
Massachusetts
$1.33M
MGWM
660
Marks Group Wealth Management
Minnesota
$1.32M
NMIMC
661
Northwestern Mutual Investment Management Company
Wisconsin
$1.31M
FCCM
662
First City Capital Management
Georgia
$1.31M
PFP
663
Pinnacle Financial Partners
Tennessee
$1.29M
PPWM
664
Paragon Private Wealth Management
Kentucky
$1.29M
IC
665
IEQ Capital
California
$1.29M
MWM
666
MOKAN Wealth Management
Kansas
$1.28M
OIA
667
OneDigital Investment Advisors
Kansas
$1.28M
JFGIW
668
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.27M
VA
669
Valmark Advisers
Ohio
$1.26M
NG
670
Novem Group
New York
$1.25M
SVWAG
671
Sound View Wealth Advisors Group
Georgia
$1.25M
OFG
672
OmniStar Financial Group
North Carolina
$1.24M
Luther King Capital Management (LKCM)
673
Luther King Capital Management (LKCM)
Texas
$1.23M
SC
674
Savant Capital
Illinois
$1.23M
BFS
675
Bradley Foster & Sargent
Connecticut
$1.22M