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
SBFM
976
S-Bank Fund Management
Finland
$492K
MWM
977
Mission Wealth Management
California
$491K
APA
978
Astoria Portfolio Advisors
New York
$491K
JCFM
979
JBR Co Financial Management
Oklahoma
$491K
AWA
980
Arete Wealth Advisors
Illinois
$490K
Jacobs Levy Equity Management
981
Jacobs Levy Equity Management
New Jersey
$489K
ACM
982
Andina Capital Management
Utah
$488K
SOAMC
983
Spirit of America Management Corp
New York
$488K
PWM
984
Perigon Wealth Management
California
$486K
BMWM
985
Brown Miller Wealth Management
Virginia
$486K
JWM
986
Jeppson Wealth Management
California
$484K
SMA
987
Sage Mountain Advisors
Georgia
$482K
VFA
988
Valeo Financial Advisors
Indiana
$480K
HWMG
989
Hurlow Wealth Management Group
Indiana
$480K
Wolverine Trading
990
Wolverine Trading
Illinois
$479K
CIS
991
Custom Index Systems
New York
$475K
BB
992
Berkshire Bank
Massachusetts
$474K
BFG
993
Bouchey Financial Group
New York
$471K
CCM
994
Compass Capital Management
Minnesota
$471K
LCWP
995
Legacy Capital Wealth Partners
Arkansas
$471K
WBG
996
Wharton Business Group
Pennsylvania
$471K
PFS
997
Physicians Financial Services
North Carolina
$469K
TNAM
998
Terra Nova Asset Management
New York
$468K
IPW
999
Impact Partnership Wealth
Georgia
$467K
FMB
1000
Field & Main Bank
Kentucky
$466K