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Paychex

1,600 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, 513 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

23% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 662

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,600
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
MWM
976
Mission Wealth Management
California
$491K
APA
977
Astoria Portfolio Advisors
New York
$491K
JCFM
978
JBR Co Financial Management
Oklahoma
$491K
AWA
979
Arete Wealth Advisors
Illinois
$490K
Jacobs Levy Equity Management
980
Jacobs Levy Equity Management
New Jersey
$489K
ACM
981
Andina Capital Management
Utah
$488K
SOAMC
982
Spirit of America Management Corp
New York
$488K
PWM
983
Perigon Wealth Management
California
$486K
BMWM
984
Brown Miller Wealth Management
Virginia
$486K
JWM
985
Jeppson Wealth Management
California
$484K
SMA
986
Sage Mountain Advisors
Georgia
$482K
VFA
987
Valeo Financial Advisors
Indiana
$480K
HWMG
988
Hurlow Wealth Management Group
Indiana
$480K
Wolverine Trading
989
Wolverine Trading
Illinois
$479K
CIS
990
Custom Index Systems
New York
$475K
BB
991
Berkshire Bank
Massachusetts
$474K
BFG
992
Bouchey Financial Group
New York
$471K
CCM
993
Compass Capital Management
Minnesota
$471K
LCWP
994
Legacy Capital Wealth Partners
Arkansas
$471K
WBG
995
Wharton Business Group
Pennsylvania
$471K
PFS
996
Physicians Financial Services
North Carolina
$469K
TNAM
997
Terra Nova Asset Management
New York
$468K
IPW
998
Impact Partnership Wealth
Georgia
$467K
FMB
999
Field & Main Bank
Kentucky
$466K
PIM
1000
Penobscot Investment Management
Massachusetts
$466K