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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
AWA
976
Arete Wealth Advisors
Illinois
$490K
Jacobs Levy Equity Management
977
Jacobs Levy Equity Management
New Jersey
$489K
ACM
978
Andina Capital Management
Utah
$488K
SOAMC
979
Spirit of America Management Corp
New York
$488K
PWM
980
Perigon Wealth Management
California
$486K
BMWM
981
Brown Miller Wealth Management
Virginia
$486K
JWM
982
Jeppson Wealth Management
California
$484K
SMA
983
Sage Mountain Advisors
Georgia
$482K
VFA
984
Valeo Financial Advisors
Indiana
$480K
HWMG
985
Hurlow Wealth Management Group
Indiana
$480K
Wolverine Trading
986
Wolverine Trading
Illinois
$479K
CIS
987
Custom Index Systems
New York
$475K
BB
988
Berkshire Bank
Massachusetts
$474K
BFG
989
Bouchey Financial Group
New York
$471K
CCM
990
Compass Capital Management
Minnesota
$471K
LCWP
991
Legacy Capital Wealth Partners
Arkansas
$471K
WBG
992
Wharton Business Group
Pennsylvania
$471K
PFS
993
Physicians Financial Services
North Carolina
$469K
TNAM
994
Terra Nova Asset Management
New York
$468K
IPW
995
Impact Partnership Wealth
Georgia
$467K
FMB
996
Field & Main Bank
Kentucky
$466K
PIM
997
Penobscot Investment Management
Massachusetts
$466K
ESB
998
Essex Savings Bank
Connecticut
$466K
TTWM
999
TCV Trust & Wealth Management
Virginia
$465K
FMP
1000
Financial Management Professionals
Texas
$461K