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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
ESB
1001
Essex Savings Bank
Connecticut
$466K
TTWM
1002
TCV Trust & Wealth Management
Virginia
$465K
FMP
1003
Financial Management Professionals
Texas
$461K
SAI
1004
Savvy Advisors Inc
New York
$460K
LFAS
1005
Level Four Advisory Services
Texas
$458K
BWM
1006
Baron Wealth Management
Michigan
$458K
CWS
1007
Confluence Wealth Services
Pennsylvania
$453K
HTC
1008
Haverford Trust Company
Pennsylvania
$450K
MIM
1009
MTM Investment Management
South Carolina
$450K
PWA
1010
Phoenix Wealth Advisors
North Carolina
$449K
FHC
1011
First Heartland Consultants
Missouri
$449K
TCM
1012
Tang Capital Management
California
$449K
PCA
1013
Pallas Capital Advisors
Massachusetts
$448K
DT
1014
Diversified Trust
Tennessee
$446K
SAM
1015
Secure Asset Management
Michigan
$446K
WC
1016
Wynn Capital
Georgia
$446K
RCM
1017
RMR Capital Management
California
$444K
OIS
1018
Okabena Investment Services
Minnesota
$444K
ACM
1019
Alethea Capital Management
Washington
$443K
PP
1020
Patten & Patten
Tennessee
$441K
IFS
1021
Ifrah Financial Services
Arkansas
$440K
EWA
1022
EverSource Wealth Advisors
Alabama
$439K
IA
1023
IFG Advisory
Georgia
$439K
CIAS
1024
Capital Investment Advisory Services
North Carolina
$438K
CG
1025
Clifford Group
Massachusetts
$437K