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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
HCM
776
Hall Capital Management
Rhode Island
$898K
AUB
777
Atlantic Union Bankshares
Virginia
$897K
TIAA Trust, National Association
778
TIAA Trust, National Association
North Carolina
$891K
S
779
SignatureFD
Georgia
$891K
GI
780
GAMMA Investing
California
$886K
MOS
781
MGO One Seven
Ohio
$886K
EAM
782
Empirical Asset Management
Massachusetts
$883K
SWA
783
SFMG Wealth Advisors
Texas
$882K
BJL
784
Brighton Jones LLC
Washington
$879K
UWP
785
Uniting Wealth Partners
Kansas
$876K
MP
786
Moment Partners
California
$876K
FAN
787
Financial Advisors Network
California
$875K
SWP
788
Sagespring Wealth Partners
Tennessee
$875K
QI
789
Qtron Investments
Massachusetts
$867K
GIP
790
Greatmark Investment Partners
Georgia
$859K
EH
791
Equitable Holdings
New York
$858K
KTC
792
Kentucky Trust Company
Kentucky
$853K
CSI
793
Cross Staff Investments
New York
$852K
PCM
794
Prelude Capital Management
New York
$844K
CSIC
795
Clifford Swan Investment Counsel
California
$837K
FTWA
796
Fifth Third Wealth Advisors
Ohio
$832K
MSA
797
Marino Stram & Associates
Massachusetts
$830K
IPW
798
Inlet Private Wealth
Florida
$828K
JCM
799
Jacobi Capital Management
Pennsylvania
$827K
GIP
800
Granite Investment Partners
California
$827K