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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
CAM
926
Costello Asset Management
Pennsylvania
$549K
JE
927
JMAC Enterprises
Pennsylvania
$545K
SAM
928
Smartleaf Asset Management
Massachusetts
$542K
PB
929
Pinnacle Bancorp
Nebraska
$537K
HT
930
Heritage Trust
Oklahoma
$536K
WA1
931
Wimmer Associates 1
California
$534K
TAM
932
Tocqueville Asset Management
New York
$534K
CPA
933
Court Place Advisors
Maryland
$532K
RMP
934
Richards, Merrill & Peterson
Washington
$529K
GXJ
935
Global X Japan
Japan
$529K
KCM
936
KRS Capital Management
Michigan
$528K
CYG
937
Clean Yield Group
Vermont
$527K
EB
938
Eastern Bank
Massachusetts
$522K
CWM
939
Cornerstone Wealth Management
Missouri
$522K
BI
940
Bradyco Inc
Massachusetts
$521K
SPC
941
Spirepoint Private Client
Florida
$519K
GWM
942
GSB Wealth Management
Connecticut
$518K
PGWM
943
Pitti Group Wealth Management
New York
$518K
ACM
944
Advisors Capital Management
New Jersey
$515K
APP
945
Avantax Planning Partners
Iowa
$514K
RZH
946
Relyea Zuckerberg Hanson
Connecticut
$514K
EI
947
Ellevest Inc
New York
$514K
MMM
948
Mendel Money Management
Illinois
$513K
BFM
949
Boothbay Fund Management
New York
$512K
BIM
950
Bridges Investment Management
Nebraska
$512K