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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
PWA
826
Provenance Wealth Advisors
Florida
$767K
CAM
827
Covenant Asset Management
New Jersey
$757K
BIG
828
Brooklyn Investment Group
New York
$757K
MGIA
829
Moneta Group Investment Advisors
Missouri
$749K
MMPW
830
Mitchell McLeod Pugh & Williams
Alabama
$749K
CA
831
Cornerstone Advisors
North Carolina
$748K
BIAS
832
Beacon Investment Advisory Services
New Jersey
$747K
EAM
833
Eventide Asset Management
Massachusetts
$746K
BTC
834
Bank & Trust Company
Illinois
$746K
PDM
835
Penn Davis McFarland
Texas
$745K
CIEC
836
Crédit Industriel et Commercial
France
$744K
AAIS
837
ABN AMRO Investment Solutions
$738K
JWM
838
Jacksonville Wealth Management
Florida
$738K
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$736K
SHFA
840
SC&H Financial Advisors
Maryland
$735K
MWM
841
Modera Wealth Management
New Jersey
$730K
PCP
842
Perbak Capital Partners
United Kingdom
$728K
GT
843
Greenleaf Trust
Michigan
$727K
FWM
844
Forza Wealth Management
Florida
$727K
BHBT
845
Burke & Herbert Bank & Trust
Virginia
$726K
ATC
846
Argent Trust Co
Tennessee
$723K
HFA
847
High Falls Advisors
New York
$722K
CTA
848
Chesley Taft & Associates
Illinois
$718K
HAG
849
HighPoint Advisor Group
Illinois
$718K
SWM
850
Segment Wealth Management
Texas
$717K