PAYX icon

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