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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
CFO
676
Callan Family Office
Pennsylvania
$1.22M
LIM
677
Loudon Investment Management
New Hampshire
$1.21M
HSA
678
HBK Sorce Advisory
Pennsylvania
$1.21M
FNBT
679
FineMark National Bank & Trust
Florida
$1.21M
CUAMC
680
China Universal Asset Management Company
China
$1.2M
SAG
681
SageView Advisory Group
California
$1.2M
CIA
682
Capital Investment Advisors
Georgia
$1.2M
AAP
683
Arax Advisory Partners
Colorado
$1.19M
JIM
684
Jensen Investment Management
Oregon
$1.18M
DWP
685
Daymark Wealth Partners
Ohio
$1.18M
AWM
686
Arista Wealth Management
Nevada
$1.18M
DP
687
Dearborn Partners
Illinois
$1.17M
RS
688
R Squared
Hong Kong
$1.15M
EWM
689
Evercore Wealth Management
New York
$1.15M
CG
690
Caprock Group
Idaho
$1.14M
BSB
691
Bangor Savings Bank
Maine
$1.14M
Empower Advisory Group
692
Empower Advisory Group
Colorado
$1.12M
HCM
693
Howard Capital Management
Georgia
$1.11M
IWA
694
IVC Wealth Advisors
Pennsylvania
$1.11M
SPC
695
Sigma Planning Corp
Michigan
$1.11M
MSA
696
MUFG Securities Americas
New York
$1.11M
DWA
697
Douglass Winthrop Advisors
New York
$1.11M
OBWG
698
Onyx Bridge Wealth Group
New York
$1.11M
OKSA
699
O'Keefe Stevens Advisory
New York
$1.11M
ECAM
700
East Coast Asset Management
Massachusetts
$1.1M