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
CIAS
1026
Capital Investment Advisory Services
North Carolina
$438K
CG
1027
Clifford Group
Massachusetts
$437K
AT
1028
Arlington Trust
Alabama
$435K
WPC
1029
Wedmont Private Capital
Pennsylvania
$435K
RPC
1030
Rossmore Private Capital
Connecticut
$435K
PAS
1031
Professional Advisory Services
Florida
$431K
IAIM
1032
International Assets Investment Management
Florida
$430K
FB
1033
Finward Bancorp
Indiana
$424K
CWP
1034
Cyndeo Wealth Partners
Florida
$424K
ECM
1035
Everence Capital Management
Indiana
$423K
NL
1036
NWAM LLC
Washington
$423K
PCMF
1037
Private Capital Management (Florida)
Florida
$421K
FFM
1038
Forum Financial Management
Illinois
$419K
4WM
1039
44 Wealth Management
Oregon
$418K
PJSIMP
1040
P.J. Schmidt Investment Management (PJS)
Wisconsin
$416K
RTC
1041
Riverview Trust Company
Washington
$416K
CIC
1042
Chase Investment Counsel
Virginia
$415K
S
1043
Sunpointe
Missouri
$415K
PAM
1044
Panagora Asset Management
Massachusetts
$412K
MFC
1045
Mechanics Financial Corp
Ohio
$412K
BTI
1046
Blue Trust Inc
Georgia
$410K
SFS
1047
Sowell Financial Services
Arkansas
$410K
BPC
1048
Bryce Point Capital
New York
$405K
CI
1049
Cigna Investments
Connecticut
$405K
ATS
1050
Ashton Thomas Securities
New York
$404K