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Paychex

1,600 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, 513 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

23% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 662

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,600
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
AUB
776
Atlantic Union Bankshares
Virginia
$897K
TIAA Trust, National Association
777
TIAA Trust, National Association
North Carolina
$891K
S
778
SignatureFD
Georgia
$891K
GI
779
GAMMA Investing
California
$886K
MOS
780
MGO One Seven
Ohio
$886K
EAM
781
Empirical Asset Management
Massachusetts
$883K
SWA
782
SFMG Wealth Advisors
Texas
$882K
BJL
783
Brighton Jones LLC
Washington
$879K
UWP
784
Uniting Wealth Partners
Kansas
$876K
MP
785
Moment Partners
California
$876K
FAN
786
Financial Advisors Network
California
$875K
SWP
787
Sagespring Wealth Partners
Tennessee
$875K
QI
788
Qtron Investments
Massachusetts
$867K
GIP
789
Greatmark Investment Partners
Georgia
$859K
EH
790
Equitable Holdings
New York
$858K
KTC
791
Kentucky Trust Company
Kentucky
$853K
CSI
792
Cross Staff Investments
New York
$852K
PCM
793
Prelude Capital Management
New York
$844K
CSIC
794
Clifford Swan Investment Counsel
California
$837K
FTWA
795
Fifth Third Wealth Advisors
Ohio
$832K
MSA
796
Marino Stram & Associates
Massachusetts
$830K
IPW
797
Inlet Private Wealth
Florida
$828K
JCM
798
Jacobi Capital Management
Pennsylvania
$827K
GIP
799
Granite Investment Partners
California
$827K
ECA
800
Elevated Capital Advisors
Utah
$827K