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Paychex

1,601 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, 514 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

22% less repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 662

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,601
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
OFG
676
OmniStar Financial Group
North Carolina
$1.24M
Luther King Capital Management (LKCM)
677
Luther King Capital Management (LKCM)
Texas
$1.23M
SC
678
Savant Capital
Illinois
$1.23M
BFS
679
Bradley Foster & Sargent
Connecticut
$1.22M
CFO
680
Callan Family Office
Pennsylvania
$1.22M
LIM
681
Loudon Investment Management
New Hampshire
$1.21M
HSA
682
HBK Sorce Advisory
Pennsylvania
$1.21M
FNBT
683
FineMark National Bank & Trust
Florida
$1.21M
CUAMC
684
China Universal Asset Management Company
China
$1.2M
SAG
685
SageView Advisory Group
California
$1.2M
CIA
686
Capital Investment Advisors
Georgia
$1.2M
AAP
687
Arax Advisory Partners
Colorado
$1.19M
JIM
688
Jensen Investment Management
Oregon
$1.18M
DWP
689
Daymark Wealth Partners
Ohio
$1.18M
AWM
690
Arista Wealth Management
Nevada
$1.18M
DP
691
Dearborn Partners
Illinois
$1.17M
RS
692
R Squared
Hong Kong
$1.15M
EWM
693
Evercore Wealth Management
New York
$1.15M
CG
694
Caprock Group
Idaho
$1.14M
BSB
695
Bangor Savings Bank
Maine
$1.14M
Empower Advisory Group
696
Empower Advisory Group
Colorado
$1.12M
HCM
697
Howard Capital Management
Georgia
$1.11M
IWA
698
IVC Wealth Advisors
Pennsylvania
$1.11M
SPC
699
Sigma Planning Corp
Michigan
$1.11M
MSA
700
MUFG Securities Americas
New York
$1.11M