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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
FFA
1226
Founders Financial Alliance
North Carolina
$264K
LNB
1227
Ledyard National Bank
$264K
CB
1228
Community Bank
New York
$263K
PHIC
1229
Pine Haven Investment Counsel
Massachusetts
$263K
WA
1230
WBH Advisory
Maryland
$262K
AWM
1231
Aberdeen Wealth Management
Illinois
$262K
SWK
1232
Stephen W. Kidder
$259K
AWM
1233
Aries Wealth Management
Maine
$258K
OWA
1234
Outlook Wealth Advisors
Texas
$257K
WAM
1235
WNY Asset Management
New York
$256K
SFWC
1236
Strategic Family Wealth Counselors
New Jersey
$256K
KFS
1237
Kelly Financial Services
Massachusetts
$256K
SEIA
1238
Signature Estate & Investment Advisors
California
$256K
PWMG
1239
Pinnacle Wealth Management Group
Michigan
$254K
VWA
1240
Visionary Wealth Advisors
Illinois
$254K
BHIA
1241
Birch Hill Investment Advisors
Massachusetts
$254K
SJL
1242
Shayne & Jacobs LLC
Tennessee
$254K
SAM
1243
Sequent Asset Management
Texas
$254K
LRIC
1244
Long Road Investment Counsel
Michigan
$254K
PIM
1245
Provident Investment Management
Michigan
$253K
CWM
1246
Cahaba Wealth Management
Georgia
$249K
HAIM
1247
Hunter Associates Investment Management
Pennsylvania
$249K
DW
1248
Dodds Wealth
Colorado
$249K
CPC
1249
Consolidated Planning Corp
Georgia
$248K
KAS
1250
KPP Advisory Services
Kentucky
$247K