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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
VA
1276
VestGen Advisors
Illinois
$230K
AR
1277
Apeiron RIA
Texas
$228K
SAM
1278
SP Asset Management
California
$228K
CSPIA
1279
Cary Street Partners Investment Advisory
Virginia
$228K
CB
1280
Centennial Bank
Arkansas
$228K
TW
1281
TritonPoint Wealth
Maryland
$228K
PIA
1282
Pinion Investment Advisors
Kansas
$227K
GWS
1283
Greykasell Wealth Strategies
California
$227K
AIM
1284
Advyzon Investment Management
Illinois
$226K
PCM
1285
Penserra Capital Management
California
$226K
ETS
1286
ESL Trust Services
New York
$225K
SCI
1287
S&CO Inc
Massachusetts
$224K
CASB
1288
Cape Ann Savings Bank
Massachusetts
$224K
CWG
1289
Cornerstone Wealth Group
North Carolina
$224K
CWM
1290
Cranbrook Wealth Management
Michigan
$223K
OAS
1291
Optivise Advisory Services
Tennessee
$222K
SFA
1292
Souders Financial Advisors
Ohio
$222K
LI
1293
LMCG Investments
Massachusetts
$222K
MSS
1294
Mitchell Sinkler & Starr
Pennsylvania
$222K
MCM
1295
Mitchell Capital Management
Kansas
$222K
EFG
1296
Ethos Financial Group
Pennsylvania
$222K
SOS
1297
Silver Oak Securities
Tennessee
$222K
BFAG
1298
Blackston Financial Advisory Group
Florida
$221K
BDL
1299
Bey-Douglas LLC
Georgia
$220K
AA
1300
Alta Advisers
United Kingdom
$219K