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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
TF
1326
Trek Financial
Arizona
$204K
IAS
1327
Investment Advisory Services
Texas
$204K
DWM
1328
Destination Wealth Management
California
$203K
PP
1329
PDS Planning
Ohio
$203K
PWM
1330
Prentice Wealth Management
New York
$203K
HJGA
1331
Hardman Johnston Global Advisors
Connecticut
$203K
WAAG
1332
Wealth Alliance Advisory Group
Kansas
$203K
LWL
1333
Leo Wealth LLC
Texas
$202K
GA
1334
GoalVest Advisory
New York
$202K
MG
1335
Marex Group
$201K
SIC
1336
Salem Investment Counselors
North Carolina
$199K
GEA
1337
Glen Eagle Advisors
New Jersey
$190K
HIW
1338
Holos Integrated Wealth
Pennsylvania
$189K
C
1339
Covestor
United Kingdom
$188K
TFM
1340
TFC Financial Management
Massachusetts
$188K
WTA
1341
Washington Trust Advisors
Massachusetts
$186K
VNA
1342
Valley National Advisers
Pennsylvania
$186K
PPC
1343
Park Place Capital
Alabama
$181K
CAL
1344
Capital Advisors Ltd
Ohio
$179K
MHR
1345
Matthew Hamilton Rosenberg
$178K
ST
1346
Smithfield Trust
Pennsylvania
$178K
CFO
1347
CVA Family Office
Colorado
$177K
DSC
1348
Duncker Streett & Co
Missouri
$176K
HBW
1349
Hazlett, Burt & Watson
West Virginia
$174K
MA
1350
MCF Advisors
Kentucky
$174K