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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
SWM
751
Salvus Wealth Management
New Jersey
$971K
SDIC
752
South Dakota Investment Council
South Dakota
$966K
ADMI
753
Albert D. Mason Inc
Massachusetts
$964K
TRCT
754
Tower Research Capital (TRC)
New York
$962K
BRM
755
Boston Research & Management
Massachusetts
$957K
KFA
756
Kapstone Financial Advisors
Ohio
$951K
DAS
757
Diversify Advisory Services
Utah
$949K
CBT
758
Crews Bank & Trust
Florida
$949K
BPA
759
Beacon Pointe Advisors
California
$946K
CAU
760
Caxton Associates (UK)
$943K
SAM
761
S.A. Mason
Michigan
$940K
Vontobel Holding
762
Vontobel Holding
Switzerland
$939K
HIA
763
Harbor Investment Advisory
Maryland
$935K
MC
764
Moors & Cabot
Massachusetts
$930K
WC
765
Westerkirk Capital
$925K
PCG
766
Prosperity Consulting Group
Maryland
$922K
PI
767
PFG Investments
New York
$917K
HPC
768
HM Payson & Co
Maine
$916K
ACP
769
Aviance Capital Partners
Florida
$916K
CFG
770
Citizens Financial Group
Rhode Island
$914K
RL
771
Rogco LP
Oklahoma
$913K
BFS
772
Bard Financial Services
Connecticut
$910K
OAM
773
Oppenheimer Asset Management
New York
$909K
ACG
774
Allen Capital Group
Nebraska
$903K
SC
775
SouthState Corp
Florida
$900K