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Paychex

1,610 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, 516 increasing their positions, 668 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

23% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 668

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,610
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
MA
926
Montag & Associates
Georgia
$555K
FPB
927
First PREMIER Bank
South Dakota
$554K
NA
928
Nottingham Advisors
New York
$552K
BRWA
929
B. Riley Wealth Advisors
Florida
$551K
AWM
930
Axxcess Wealth Management
California
$550K
CAM
931
Costello Asset Management
Pennsylvania
$549K
JE
932
JMAC Enterprises
Pennsylvania
$545K
SAM
933
Smartleaf Asset Management
Massachusetts
$542K
PB
934
Pinnacle Bancorp
Nebraska
$537K
HT
935
Heritage Trust
Oklahoma
$536K
WA1
936
Wimmer Associates 1
California
$534K
TAM
937
Tocqueville Asset Management
New York
$534K
CPA
938
Court Place Advisors
Maryland
$532K
RMP
939
Richards, Merrill & Peterson
Washington
$529K
GXJ
940
Global X Japan
Japan
$529K
KCM
941
KRS Capital Management
Michigan
$528K
CYG
942
Clean Yield Group
Vermont
$527K
EB
943
Eastern Bank
Massachusetts
$522K
CWM
944
Cornerstone Wealth Management
Missouri
$522K
BI
945
Bradyco Inc
Massachusetts
$521K
SPC
946
Spirepoint Private Client
Florida
$519K
GWM
947
GSB Wealth Management
Connecticut
$518K
PGWM
948
Pitti Group Wealth Management
New York
$518K
ACM
949
Advisors Capital Management
New Jersey
$515K
APP
950
Avantax Planning Partners
Iowa
$514K