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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
GI
776
GAMMA Investing
California
$886K
MOS
777
MGO One Seven
Ohio
$886K
EAM
778
Empirical Asset Management
Massachusetts
$883K
SWA
779
SFMG Wealth Advisors
Texas
$882K
BJL
780
Brighton Jones LLC
Washington
$879K
UWP
781
Uniting Wealth Partners
Kansas
$876K
MP
782
Moment Partners
California
$876K
FAN
783
Financial Advisors Network
California
$875K
SWP
784
Sagespring Wealth Partners
Tennessee
$875K
QI
785
Qtron Investments
Massachusetts
$867K
GIP
786
Greatmark Investment Partners
Georgia
$859K
EH
787
Equitable Holdings
New York
$858K
KTC
788
Kentucky Trust Company
Kentucky
$853K
CSI
789
Cross Staff Investments
New York
$852K
PCM
790
Prelude Capital Management
New York
$844K
CSIC
791
Clifford Swan Investment Counsel
California
$837K
FTWA
792
Fifth Third Wealth Advisors
Ohio
$832K
MSA
793
Marino Stram & Associates
Massachusetts
$830K
IPW
794
Inlet Private Wealth
Florida
$828K
JCM
795
Jacobi Capital Management
Pennsylvania
$827K
GIP
796
Granite Investment Partners
California
$827K
ECA
797
Elevated Capital Advisors
Utah
$827K
BFA
798
Beacon Financial Advisory
Ohio
$822K
RFG
799
Range Financial Group
Oregon
$821K
RT
800
Rockland Trust
Massachusetts
$818K