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Paychex

1,599 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
1,599
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
PWM
1326
Prentice Wealth Management
New York
$203K
HJGA
1327
Hardman Johnston Global Advisors
Connecticut
$203K
WAAG
1328
Wealth Alliance Advisory Group
Kansas
$203K
LWL
1329
Leo Wealth LLC
Texas
$202K
GA
1330
GoalVest Advisory
New York
$202K
MG
1331
Marex Group
$201K
SIC
1332
Salem Investment Counselors
North Carolina
$199K
GEA
1333
Glen Eagle Advisors
New Jersey
$190K
HIW
1334
Holos Integrated Wealth
Pennsylvania
$189K
C
1335
Covestor
United Kingdom
$188K
TFM
1336
TFC Financial Management
Massachusetts
$188K
WTA
1337
Washington Trust Advisors
Massachusetts
$186K
VNA
1338
Valley National Advisers
Pennsylvania
$186K
PPC
1339
Park Place Capital
Alabama
$181K
CAL
1340
Capital Advisors Ltd
Ohio
$179K
MHR
1341
Matthew Hamilton Rosenberg
$178K
ST
1342
Smithfield Trust
Pennsylvania
$178K
CFO
1343
CVA Family Office
Colorado
$177K
DSC
1344
Duncker Streett & Co
Missouri
$176K
HBW
1345
Hazlett, Burt & Watson
West Virginia
$174K
MA
1346
MCF Advisors
Kentucky
$174K
ITIM
1347
Indiana Trust & Investment Management
Indiana
$173K
CFD
1348
Creative Financial Designs
Indiana
$171K
AF
1349
Advisornet Financial
Minnesota
$170K
SIC
1350
SJS Investment Consulting
Ohio
$163K