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