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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
SP
1101
Successful Portfolios
Florida
$354K
PW
1102
PUREfi Wealth
Massachusetts
$353K
FFP
1103
FourThought Financial Partners
Florida
$352K
FFBTD
1104
First Financial Bank - Trust Division
Ohio
$351K
SPF
1105
South Plains Financial
Texas
$350K
HWA
1106
Heritage Wealth Advisors
Virginia
$349K
FNC
1107
First National Corp
Massachusetts
$348K
NWM
1108
Northcape Wealth Management
New York
$348K
DBRC
1109
D.B. Root & Company
Pennsylvania
$348K
KIA
1110
KCM Investment Advisors
California
$348K
AFA
1111
AA Financial Advisors
Ohio
$348K
PWAM
1112
Private Wealth Asset Management
Iowa
$348K
NG
1113
Norden Group
Utah
$347K
ORG
1114
Optimist Retirement Group
Washington
$346K
IIA
1115
ICW Investment Advisors
Arizona
$345K
CTC
1116
Central Trust Company
Missouri
$345K
AWP
1117
Ascent Wealth Partners
New York
$342K
OCPWS
1118
One Charles Private Wealth Services
Massachusetts
$342K
SCM
1119
SCS Capital Management
Massachusetts
$340K
AOWM
1120
Alpha Omega Wealth Management
Virginia
$340K
BCM
1121
Buckhead Capital Management
Georgia
$340K
HIC
1122
Holderness Investments Company
North Carolina
$340K
TWM
1123
Trueblood Wealth Management
Ohio
$339K
NFP
1124
NorthLanding Financial Partners
New York
$338K
ALA
1125
Atlas Legacy Advisors
California
$337K