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Paychex

1,592 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, 512 increasing their positions, 657 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

22% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 657

50% less funds holding in top 10

Funds holding in top 10: 2211 (-11)

Holders
1,592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
WA
1226
WBH Advisory
Maryland
$262K
AWM
1227
Aberdeen Wealth Management
Illinois
$262K
SWK
1228
Stephen W. Kidder
$259K
AWM
1229
Aries Wealth Management
Maine
$258K
OWA
1230
Outlook Wealth Advisors
Texas
$257K
WAM
1231
WNY Asset Management
New York
$256K
SFWC
1232
Strategic Family Wealth Counselors
New Jersey
$256K
KFS
1233
Kelly Financial Services
Massachusetts
$256K
SEIA
1234
Signature Estate & Investment Advisors
California
$256K
PWMG
1235
Pinnacle Wealth Management Group
Michigan
$254K
VWA
1236
Visionary Wealth Advisors
Illinois
$254K
BHIA
1237
Birch Hill Investment Advisors
Massachusetts
$254K
LRIC
1238
Long Road Investment Counsel
Michigan
$254K
SJL
1239
Shayne & Jacobs LLC
Tennessee
$254K
SAM
1240
Sequent Asset Management
Texas
$254K
PIM
1241
Provident Investment Management
Michigan
$253K
CWM
1242
Cahaba Wealth Management
Georgia
$249K
HAIM
1243
Hunter Associates Investment Management
Pennsylvania
$249K
DW
1244
Dodds Wealth
Colorado
$249K
CPC
1245
Consolidated Planning Corp
Georgia
$248K
KAS
1246
KPP Advisory Services
Kentucky
$247K
VF
1247
Vest Financial
Virginia
$246K
RWM
1248
Rockline Wealth Management
New York
$245K
GVAG
1249
Great Valley Advisor Group
Delaware
$244K
NF
1250
Nikulski Financial
Iowa
$244K