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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
WTFG
1151
Wood Tarver Financial Group
Idaho
$319K
RDWM
1152
Red Door Wealth Management
Tennessee
$317K
ISL
1153
Ingalls & Snyder LLC
New York
$317K
RIA
1154
Richwood Investment Advisors
Ohio
$317K
MG
1155
Mather Group
Illinois
$317K
CB
1156
Cadence Bank
Mississippi
$315K
MAG
1157
MRA Advisory Group
New Jersey
$315K
FNB
1158
Farmers National Bank
Kentucky
$315K
IAS
1159
Insigneo Advisory Services
Florida
$314K
BAM
1160
Berkshire Asset Management
Pennsylvania
$312K
NL
1161
Navalign LLC
California
$311K
FIM
1162
Fruth Investment Management
Texas
$310K
ECM
1163
Eisler Capital Management
United Kingdom
$309K
CCIA
1164
Cherry Creek Investment Advisors
Colorado
$309K
PIA
1165
Perennial Investment Advisors
California
$308K
FC
1166
Fulcrum Capital
Washington
$308K
BWP
1167
BSW Wealth Partners
Colorado
$307K
NHT
1168
New Hampshire Trust
New Hampshire
$307K
FCG
1169
Fielder Capital Group
Tennessee
$306K
AWM
1170
Aprio Wealth Management
Georgia
$305K
LGF
1171
LGT Group Foundation
Liechtenstein
$305K
CFS
1172
CRA Financial Services
New Jersey
$303K
NAM
1173
NorthCrest Asset Manangement
Minnesota
$303K
AF
1174
Arrow Financial
New York
$301K
PI
1175
Pettee Investors
Connecticut
$301K