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Paychex

1,601 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, 514 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

22% less repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 662

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,601
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
BFO
1051
Biltmore Family Office
North Carolina
$403K
PWM
1052
Palumbo Wealth Management
New York
$403K
TT
1053
TI-Trust
Illinois
$402K
WAM
1054
Wakefield Asset Management
Colorado
$401K
UCB
1055
United Community Bank
South Carolina
$400K
AA
1056
Aufman Associates
Pennsylvania
$400K
BBHC
1057
Brown Brothers Harriman & Co
New York
$400K
SIM
1058
Stratos Investment Management
Ohio
$400K
MCWS
1059
McKinley Carter Wealth Services
West Virginia
$399K
KFI
1060
Key Financial Inc
Pennsylvania
$398K
SWM
1061
Sendero Wealth Management
Texas
$398K
PWP
1062
Principle Wealth Partners
Connecticut
$398K
MHC
1063
Meyer Handelman Company
New York
$393K
CFP
1064
Catalyst Financial Partners
Massachusetts
$392K
RBFC
1065
Roman Butler Fullerton & Co
Missouri
$391K
HTIM
1066
Harbour Trust & Investment Management
Indiana
$391K
TWP
1067
Tyche Wealth Partners
Texas
$389K
DIM
1068
Delta Investment Management
California
$387K
WB
1069
WesBanco Bank
West Virginia
$387K
SLWA
1070
San Luis Wealth Advisors
California
$384K
SWP
1071
Summit Wealth Partners
Florida
$384K
FAM
1072
Flaharty Asset Management
Florida
$383K
CCAM
1073
Cascades Capital Asset Management
North Carolina
$383K
RBC
1074
Romano Brothers & Co
Illinois
$381K
SA
1075
SRH Advisors
Kansas
$380K