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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
XT
651
XTX Topco
Cayman Islands
$1.39M
CAM
652
Cresset Asset Management
Illinois
$1.38M
FFA
653
Farther Finance Advisors
California
$1.38M
CIC
654
Carnegie Investment Counsel
Ohio
$1.37M
CP
655
Covenant Partners
Tennessee
$1.37M
PDL
656
Portfolio Design Labs
California
$1.37M
PPA
657
Pacific Point Advisors
California
$1.37M
EWM
658
EPG Wealth Management
Georgia
$1.36M
WA
659
Waverly Advisors
Alabama
$1.36M
Koshinski Asset Management
660
Koshinski Asset Management
Illinois
$1.35M
HNB
661
Huntington National Bank
Ohio
$1.34M
GSB
662
Greenfield Savings Bank
Massachusetts
$1.33M
MGWM
663
Marks Group Wealth Management
Minnesota
$1.32M
NMIMC
664
Northwestern Mutual Investment Management Company
Wisconsin
$1.31M
FCCM
665
First City Capital Management
Georgia
$1.31M
PFP
666
Pinnacle Financial Partners
Tennessee
$1.29M
PPWM
667
Paragon Private Wealth Management
Kentucky
$1.29M
IC
668
IEQ Capital
California
$1.29M
MWM
669
MOKAN Wealth Management
Kansas
$1.28M
OIA
670
OneDigital Investment Advisors
Kansas
$1.28M
JFGIW
671
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.27M
VA
672
Valmark Advisers
Ohio
$1.26M
NG
673
Novem Group
New York
$1.25M
SVWAG
674
Sound View Wealth Advisors Group
Georgia
$1.25M
OFG
675
OmniStar Financial Group
North Carolina
$1.24M