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