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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
IA
701
IFP Advisors
Florida
$1.09M
HFM
702
Hartford Financial Management
Connecticut
$1.09M
PGFC
703
Peapack-Gladstone Financial Corp
New Jersey
$1.09M
GS
704
GTS Securities
New York
$1.08M
KRSITF
705
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.08M
IWM
706
IHT Wealth Management
Illinois
$1.07M
EFS
707
Essex Financial Services
Connecticut
$1.07M
UAML
708
US Asset Management LLC
Pennsylvania
$1.07M
FCH
709
Freestone Capital Holdings
Washington
$1.06M
Nomura Holdings
710
Nomura Holdings
Japan
$1.06M
MFGM
711
Marshall Financial Group (Maryland)
Maryland
$1.06M
AssetMark Inc
712
AssetMark Inc
California
$1.05M
CAG
713
Csenge Advisory Group
Florida
$1.05M
AG
714
Advocate Group
Minnesota
$1.05M
CCM
715
Coldstream Capital Management
Washington
$1.05M
ECM
716
Evergreen Capital Management
Washington
$1.04M
TFA
717
Transamerica Financial Advisors
Florida
$1.04M
IAA
718
Independent Advisor Alliance
North Carolina
$1.04M
MPIA
719
Milestones Private Investment Advisors
New York
$1.04M
SAM
720
Shell Asset Management
Netherlands
$1.03M
LCM
721
Leisure Capital Management
California
$1.03M
Walleye Capital
722
Walleye Capital
New York
$1.03M
RCAG
723
Rehmann Capital Advisory Group
Michigan
$1.03M
RA
724
RFG Advisory
Alabama
$1.03M
RIM
725
Redwood Investment Management
Arizona
$1.03M