PAYX icon

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
RFN
901
RDA Financial Network
Iowa
$598K
AWE
902
Avidian Wealth Enterprises
Texas
$596K
WAM
903
Werlinich Asset Management
Connecticut
$596K
HI
904
Human Investing
Oregon
$595K
FG
905
Fiduciary Group
Georgia
$587K
CFA
906
CWS Financial Advisors
Michigan
$587K
BC
907
Burney Company
Virginia
$586K
CCMG
908
Clark Capital Management Group
Pennsylvania
$586K
SW
909
SVB Wealth
Massachusetts
$579K
VFIC
910
Valley Forge Investment Consultants
Pennsylvania
$578K
CA
911
Continuum Advisory
Idaho
$575K
Fayez Sarofim & Co
912
Fayez Sarofim & Co
Texas
$573K
PTC
913
Private Trust Company
Ohio
$573K
MAM
914
MWA Asset Management
Massachusetts
$571K
MSWM
915
Master's Wealth Management
Pennsylvania
$569K
AC
916
Aristides Capital
Kentucky
$568K
PA
917
Procyon Advisors
Connecticut
$567K
TCBWMS
918
Texas Capital Bank Wealth Management Services
Texas
$566K
TNBTD
919
Trustmark National Bank Trust Department
Mississippi
$565K
ST
920
Spinnaker Trust
Maine
$565K
BBA
921
Baader Bank Aktiengesellschaft
Germany
$562K
IAN
922
Integrated Advisors Network
Texas
$559K
WPA
923
West Paces Advisors
Georgia
$557K
BHCM
924
Brevan Howard Capital Management
Jersey
$556K
MA
925
Montag & Associates
Georgia
$555K