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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
BFA
801
Beacon Financial Advisory
Ohio
$822K
RFG
802
Range Financial Group
Oregon
$821K
RT
803
Rockland Trust
Massachusetts
$818K
MYAM
804
Meiji Yasuda Asset Management
Japan
$817K
BOJHT
805
Bank of Jackson Hole Trust
Wyoming
$816K
CCP
806
Cushing Capital Partners
Wisconsin
$815K
DW30
807
Drucker Wealth 3.0
New Jersey
$815K
VWM
808
Venturi Wealth Management
Texas
$814K
GWP
809
Gen-Wealth Partners
Michigan
$811K
JSSH
810
J. Safra Sarasin Holding
$808K
SPA
811
Sherbrooke Park Advisers
New York
$806K
SIM
812
Studio Investment Management
Illinois
$802K
WTB
813
Washington Trust Bank
Washington
$798K
TFG
814
Taylor Financial Group
Virginia
$796K
AFG
815
Atomi Financial Group
New York
$795K
JC
816
JBGlobal.com
New York
$793K
JIC
817
Johnson Investment Counsel
Ohio
$793K
SBF
818
Sara-Bay Financial
Florida
$792K
MSE
819
MUFG Securities EMEA
United Kingdom
$787K
GWM
820
Geneos Wealth Management
Colorado
$784K
RWP
821
RWA Wealth Partners
Massachusetts
$777K
SQA
822
Simon Quick Advisors
New Jersey
$777K
AC
823
AlphaCore Capital
California
$774K
GAM
824
Groupama Asset Management
France
$771K
PWA
825
Provenance Wealth Advisors
Florida
$767K