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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
AT
1026
Arlington Trust
Alabama
$435K
WPC
1027
Wedmont Private Capital
Pennsylvania
$435K
RPC
1028
Rossmore Private Capital
Connecticut
$435K
PAS
1029
Professional Advisory Services
Florida
$431K
IAIM
1030
International Assets Investment Management
Florida
$430K
FB
1031
Finward Bancorp
Indiana
$424K
CWP
1032
Cyndeo Wealth Partners
Florida
$424K
ECM
1033
Everence Capital Management
Indiana
$423K
NL
1034
NWAM LLC
Washington
$423K
PCMF
1035
Private Capital Management (Florida)
Florida
$421K
FFM
1036
Forum Financial Management
Illinois
$419K
4WM
1037
44 Wealth Management
Oregon
$418K
PJSIMP
1038
P.J. Schmidt Investment Management (PJS)
Wisconsin
$416K
RTC
1039
Riverview Trust Company
Washington
$416K
CIC
1040
Chase Investment Counsel
Virginia
$415K
S
1041
Sunpointe
Missouri
$415K
PAM
1042
Panagora Asset Management
Massachusetts
$412K
MFC
1043
Mechanics Financial Corp
Ohio
$412K
BTI
1044
Blue Trust Inc
Georgia
$410K
SFS
1045
Sowell Financial Services
Arkansas
$410K
BPC
1046
Bryce Point Capital
New York
$405K
CI
1047
Cigna Investments
Connecticut
$405K
ATS
1048
Ashton Thomas Securities
New York
$404K
DWT
1049
Dorsey & Whitney Trust
South Dakota
$403K
BFO
1050
Biltmore Family Office
North Carolina
$403K