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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
UCB
1051
United Community Bank
South Carolina
$400K
AA
1052
Aufman Associates
Pennsylvania
$400K
BBHC
1053
Brown Brothers Harriman & Co
New York
$400K
SIM
1054
Stratos Investment Management
Ohio
$400K
MCWS
1055
McKinley Carter Wealth Services
West Virginia
$399K
KFI
1056
Key Financial Inc
Pennsylvania
$398K
SWM
1057
Sendero Wealth Management
Texas
$398K
PWP
1058
Principle Wealth Partners
Connecticut
$398K
MHC
1059
Meyer Handelman Company
New York
$393K
CFP
1060
Catalyst Financial Partners
Massachusetts
$392K
RBFC
1061
Roman Butler Fullerton & Co
Missouri
$391K
HTIM
1062
Harbour Trust & Investment Management
Indiana
$391K
TWP
1063
Tyche Wealth Partners
Texas
$389K
DIM
1064
Delta Investment Management
California
$387K
WB
1065
WesBanco Bank
West Virginia
$387K
SLWA
1066
San Luis Wealth Advisors
California
$384K
SWP
1067
Summit Wealth Partners
Florida
$384K
FAM
1068
Flaharty Asset Management
Florida
$383K
CCAM
1069
Cascades Capital Asset Management
North Carolina
$383K
RBC
1070
Romano Brothers & Co
Illinois
$381K
SA
1071
SRH Advisors
Kansas
$380K
CAM
1072
Close Asset Management
United Kingdom
$380K
ABC
1073
Associated Banc-Corp
Wisconsin
$380K
CFB
1074
Cullen/Frost Bankers
Texas
$380K
SL
1075
SWMG LLC
Texas
$377K