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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
DLA
1151
Douglas Lane & Associates
New York
$321K
TSMHT
1152
Thurston Springer Miller Herd & Titak
Indiana
$320K
SFG
1153
SevenBridge Financial Group
Pennsylvania
$319K
WTFG
1154
Wood Tarver Financial Group
Idaho
$319K
RDWM
1155
Red Door Wealth Management
Tennessee
$317K
ISL
1156
Ingalls & Snyder LLC
New York
$317K
RIA
1157
Richwood Investment Advisors
Ohio
$317K
MG
1158
Mather Group
Illinois
$317K
CB
1159
Cadence Bank
Mississippi
$315K
MAG
1160
MRA Advisory Group
New Jersey
$315K
FNB
1161
Farmers National Bank
Kentucky
$315K
IAS
1162
Insigneo Advisory Services
Florida
$314K
BAM
1163
Berkshire Asset Management
Pennsylvania
$312K
NL
1164
Navalign LLC
California
$311K
FIM
1165
Fruth Investment Management
Texas
$310K
ECM
1166
Eisler Capital Management
United Kingdom
$309K
CCIA
1167
Cherry Creek Investment Advisors
Colorado
$309K
PIA
1168
Perennial Investment Advisors
California
$308K
FC
1169
Fulcrum Capital
Washington
$308K
BWP
1170
BSW Wealth Partners
Colorado
$307K
NHT
1171
New Hampshire Trust
New Hampshire
$307K
FCG
1172
Fielder Capital Group
Tennessee
$306K
AWM
1173
Aprio Wealth Management
Georgia
$305K
LGF
1174
LGT Group Foundation
Liechtenstein
$305K
CFS
1175
CRA Financial Services
New Jersey
$303K