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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
BRM
751
Boston Research & Management
Massachusetts
$957K
KFA
752
Kapstone Financial Advisors
Ohio
$951K
DAS
753
Diversify Advisory Services
Utah
$949K
CBT
754
Crews Bank & Trust
Florida
$949K
BPA
755
Beacon Pointe Advisors
California
$946K
CAU
756
Caxton Associates (UK)
$943K
SAM
757
S.A. Mason
Michigan
$940K
Vontobel Holding
758
Vontobel Holding
Switzerland
$939K
HIA
759
Harbor Investment Advisory
Maryland
$935K
MC
760
Moors & Cabot
Massachusetts
$930K
WC
761
Westerkirk Capital
$925K
PCG
762
Prosperity Consulting Group
Maryland
$922K
PI
763
PFG Investments
New York
$917K
HPC
764
HM Payson & Co
Maine
$916K
ACP
765
Aviance Capital Partners
Florida
$916K
CFG
766
Citizens Financial Group
Rhode Island
$914K
RL
767
Rogco LP
Oklahoma
$913K
BFS
768
Bard Financial Services
Connecticut
$910K
OAM
769
Oppenheimer Asset Management
New York
$909K
ACG
770
Allen Capital Group
Nebraska
$903K
SC
771
SouthState Corp
Florida
$900K
HCM
772
Hall Capital Management
Rhode Island
$898K
AUB
773
Atlantic Union Bankshares
Virginia
$897K
TIAA Trust, National Association
774
TIAA Trust, National Association
North Carolina
$891K
S
775
SignatureFD
Georgia
$891K