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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
FG
901
Fiduciary Group
Georgia
$587K
CFA
902
CWS Financial Advisors
Michigan
$587K
BC
903
Burney Company
Virginia
$586K
CCMG
904
Clark Capital Management Group
Pennsylvania
$586K
SW
905
SVB Wealth
Massachusetts
$579K
VFIC
906
Valley Forge Investment Consultants
Pennsylvania
$578K
CA
907
Continuum Advisory
Idaho
$575K
Fayez Sarofim & Co
908
Fayez Sarofim & Co
Texas
$573K
PTC
909
Private Trust Company
Ohio
$573K
MAM
910
MWA Asset Management
Massachusetts
$571K
MSWM
911
Master's Wealth Management
Pennsylvania
$569K
AC
912
Aristides Capital
Kentucky
$568K
PA
913
Procyon Advisors
Connecticut
$567K
TCBWMS
914
Texas Capital Bank Wealth Management Services
Texas
$566K
TNBTD
915
Trustmark National Bank Trust Department
Mississippi
$565K
ST
916
Spinnaker Trust
Maine
$565K
BBA
917
Baader Bank Aktiengesellschaft
Germany
$562K
IAN
918
Integrated Advisors Network
Texas
$559K
WPA
919
West Paces Advisors
Georgia
$557K
BHCM
920
Brevan Howard Capital Management
Jersey
$556K
MA
921
Montag & Associates
Georgia
$555K
FPB
922
First PREMIER Bank
South Dakota
$554K
NA
923
Nottingham Advisors
New York
$552K
BRWA
924
B. Riley Wealth Advisors
Florida
$551K
AWM
925
Axxcess Wealth Management
California
$550K