PAYX icon

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