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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
DW
1251
Dodds Wealth
Colorado
$249K
CPC
1252
Consolidated Planning Corp
Georgia
$248K
KAS
1253
KPP Advisory Services
Kentucky
$247K
VF
1254
Vest Financial
Virginia
$246K
RWM
1255
Rockline Wealth Management
New York
$245K
GVAG
1256
Great Valley Advisor Group
Delaware
$244K
NF
1257
Nikulski Financial
Iowa
$244K
VAG
1258
VisionPoint Advisory Group
Texas
$243K
EA
1259
Enclave Advisors
Texas
$243K
BCM
1260
Becker Capital Management
Oregon
$242K
AIM
1261
Aspen Investment Management
Michigan
$242K
PAS
1262
Parsonex Advisory Services
Colorado
$242K
TC
1263
Truvestments Capital
Florida
$241K
MFG
1264
Magnus Financial Group
New York
$241K
AWAG
1265
ARS Wealth Advisors Group
Florida
$240K
RPWA
1266
Regent Peak Wealth Advisors
Georgia
$240K
CAWM
1267
Capital Advisors Wealth Management
Washington
$240K
CCA
1268
Childress Capital Advisors
Texas
$239K
SIC
1269
Schwartz Investment Counsel
Michigan
$238K
AW
1270
Apricus Wealth
South Carolina
$237K
Parallax Volatility Advisers
1271
Parallax Volatility Advisers
California
$234K
TCOT
1272
Trust Company of Toledo
Ohio
$234K
MYIA
1273
Mount Yale Investment Advisors
Colorado
$234K
CSB
1274
City State Bank
Iowa
$233K
OHWA
1275
Oak Hill Wealth Advisors
Virginia
$233K