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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
DWA
701
Douglass Winthrop Advisors
New York
$1.11M
OBWG
702
Onyx Bridge Wealth Group
New York
$1.11M
OKSA
703
O'Keefe Stevens Advisory
New York
$1.11M
ECAM
704
East Coast Asset Management
Massachusetts
$1.1M
IA
705
IFP Advisors
Florida
$1.09M
HFM
706
Hartford Financial Management
Connecticut
$1.09M
PGFC
707
Peapack-Gladstone Financial Corp
New Jersey
$1.09M
GS
708
GTS Securities
New York
$1.08M
KRSITF
709
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.08M
IWM
710
IHT Wealth Management
Illinois
$1.07M
EFS
711
Essex Financial Services
Connecticut
$1.07M
UAML
712
US Asset Management LLC
Pennsylvania
$1.07M
FCH
713
Freestone Capital Holdings
Washington
$1.06M
Nomura Holdings
714
Nomura Holdings
Japan
$1.06M
MFGM
715
Marshall Financial Group (Maryland)
Maryland
$1.06M
AssetMark Inc
716
AssetMark Inc
California
$1.05M
CAG
717
Csenge Advisory Group
Florida
$1.05M
AG
718
Advocate Group
Minnesota
$1.05M
CCM
719
Coldstream Capital Management
Washington
$1.05M
ECM
720
Evergreen Capital Management
Washington
$1.04M
TFA
721
Transamerica Financial Advisors
Florida
$1.04M
IAA
722
Independent Advisor Alliance
North Carolina
$1.04M
MPIA
723
Milestones Private Investment Advisors
New York
$1.04M
SAM
724
Shell Asset Management
Netherlands
$1.03M
LCM
725
Leisure Capital Management
California
$1.03M