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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
SAI
1001
Savvy Advisors Inc
New York
$460K
LFAS
1002
Level Four Advisory Services
Texas
$458K
BWM
1003
Baron Wealth Management
Michigan
$458K
CWS
1004
Confluence Wealth Services
Pennsylvania
$453K
HTC
1005
Haverford Trust Company
Pennsylvania
$450K
MIM
1006
MTM Investment Management
South Carolina
$450K
PWA
1007
Phoenix Wealth Advisors
North Carolina
$449K
FHC
1008
First Heartland Consultants
Missouri
$449K
TCM
1009
Tang Capital Management
California
$449K
PCA
1010
Pallas Capital Advisors
Massachusetts
$448K
DT
1011
Diversified Trust
Tennessee
$446K
SAM
1012
Secure Asset Management
Michigan
$446K
WC
1013
Wynn Capital
Georgia
$446K
RCM
1014
RMR Capital Management
California
$444K
OIS
1015
Okabena Investment Services
Minnesota
$444K
ACM
1016
Alethea Capital Management
Washington
$443K
PP
1017
Patten & Patten
Tennessee
$441K
IFS
1018
Ifrah Financial Services
Arkansas
$440K
EWA
1019
EverSource Wealth Advisors
Alabama
$439K
IA
1020
IFG Advisory
Georgia
$439K
CIAS
1021
Capital Investment Advisory Services
North Carolina
$438K
CG
1022
Clifford Group
Massachusetts
$437K
AT
1023
Arlington Trust
Alabama
$435K
WPC
1024
Wedmont Private Capital
Pennsylvania
$435K
RPC
1025
Rossmore Private Capital
Connecticut
$435K