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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
SC
1201
Searle & Co
Connecticut
$279K
FCP
1202
Fidelis Capital Partners
Florida
$277K
BFA
1203
Beaumont Financial Advisors
Massachusetts
$276K
BO
1204
Bank OZK
Arkansas
$275K
LOAMU
1205
Lombard Odier Asset Management (USA)
New York
$274K
AO
1206
Advisor OS
Illinois
$274K
GWANC
1207
Guardian Wealth Advisors (North Carolina)
North Carolina
$274K
FLI
1208
Family Legacy Inc
South Carolina
$274K
CFS
1209
Commonwealth Financial Services
West Virginia
$273K
AFT
1210
Alpha Family Trust
California
$273K
CWM
1211
Challenger Wealth Management
California
$273K
TPI
1212
Trust Point Inc
Wisconsin
$272K
WCM
1213
Weaver Capital Management
Georgia
$271K
UF
1214
Univest Financial
Pennsylvania
$271K
OC
1215
Oakworth Capital
Alabama
$270K
KCAM
1216
Kagan Cocozza Asset Management
New Jersey
$270K
KA
1217
Klingman & Associates
New York
$270K
ACA
1218
American Capital Advisory
Idaho
$269K
FNBOH
1219
First National Bank of Hutchinson
Kansas
$268K
CNTOF
1220
Canandaigua National Trust of Florida
New York
$268K
SCM
1221
Silvant Capital Management
Georgia
$267K
BA
1222
Bridgewater Advisors
New York
$267K
MAG
1223
M3 Advisory Group
Massachusetts
$267K
SDH
1224
Sloy Dahl & Holst
Washington
$266K
FIB
1225
First Interstate Bank
Montana
$265K