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