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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
ONB
1101
Old National Bancorp
Indiana
$359K
SAM
1102
Strategy Asset Managers
California
$359K
MPIA
1103
Mountain Pacific Investment Advisers
Idaho
$358K
NQWM
1104
Northwest Quadrant Wealth Management
Oregon
$358K
AF
1105
Apollon Financial
South Carolina
$355K
SP
1106
Successful Portfolios
Florida
$354K
PW
1107
PUREfi Wealth
Massachusetts
$353K
FFP
1108
FourThought Financial Partners
Florida
$352K
FFBTD
1109
First Financial Bank - Trust Division
Ohio
$351K
SPF
1110
South Plains Financial
Texas
$350K
HWA
1111
Heritage Wealth Advisors
Virginia
$349K
FNC
1112
First National Corp
Massachusetts
$348K
NWM
1113
Northcape Wealth Management
New York
$348K
DBRC
1114
D.B. Root & Company
Pennsylvania
$348K
KIA
1115
KCM Investment Advisors
California
$348K
AFA
1116
AA Financial Advisors
Ohio
$348K
PWAM
1117
Private Wealth Asset Management
Iowa
$348K
NG
1118
Norden Group
Utah
$347K
ORG
1119
Optimist Retirement Group
Washington
$346K
IIA
1120
ICW Investment Advisors
Arizona
$345K
CTC
1121
Central Trust Company
Missouri
$345K
AWP
1122
Ascent Wealth Partners
New York
$342K
OCPWS
1123
One Charles Private Wealth Services
Massachusetts
$342K
SCM
1124
SCS Capital Management
Massachusetts
$340K
AOWM
1125
Alpha Omega Wealth Management
Virginia
$340K