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Paychex

1,600 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, 513 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

23% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 662

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,600
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
MPIA
1101
Mountain Pacific Investment Advisers
Idaho
$358K
NQWM
1102
Northwest Quadrant Wealth Management
Oregon
$358K
AF
1103
Apollon Financial
South Carolina
$355K
SP
1104
Successful Portfolios
Florida
$354K
PW
1105
PUREfi Wealth
Massachusetts
$353K
FFP
1106
FourThought Financial Partners
Florida
$352K
FFBTD
1107
First Financial Bank - Trust Division
Ohio
$351K
SPF
1108
South Plains Financial
Texas
$350K
HWA
1109
Heritage Wealth Advisors
Virginia
$349K
FNC
1110
First National Corp
Massachusetts
$348K
NWM
1111
Northcape Wealth Management
New York
$348K
DBRC
1112
D.B. Root & Company
Pennsylvania
$348K
KIA
1113
KCM Investment Advisors
California
$348K
AFA
1114
AA Financial Advisors
Ohio
$348K
PWAM
1115
Private Wealth Asset Management
Iowa
$348K
NG
1116
Norden Group
Utah
$347K
ORG
1117
Optimist Retirement Group
Washington
$346K
IIA
1118
ICW Investment Advisors
Arizona
$345K
CTC
1119
Central Trust Company
Missouri
$345K
AWP
1120
Ascent Wealth Partners
New York
$342K
OCPWS
1121
One Charles Private Wealth Services
Massachusetts
$342K
SCM
1122
SCS Capital Management
Massachusetts
$340K
AOWM
1123
Alpha Omega Wealth Management
Virginia
$340K
BCM
1124
Buckhead Capital Management
Georgia
$340K
HIC
1125
Holderness Investments Company
North Carolina
$340K