PAYX icon

Paychex

1,592 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, 512 increasing their positions, 657 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

22% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 657

50% less funds holding in top 10

Funds holding in top 10: 2211 (-11)

Holders
1,592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
SWM
1351
Spire Wealth Management
Virginia
$157K
LI
1352
Louisbourg Investments
New Brunswick, Canada
$152K
DMBA
1353
Deseret Mutual Benefit Administrators
Utah
$151K
AA
1354
Addison Advisors
Vermont
$149K
PFBT
1355
Parkside Financial Bank & Trust
Missouri
$147K
A
1356
AlphaQuest
New York
$147K
BC
1357
Barrett & Company
Rhode Island
$142K
BCM
1358
Birch Capital Management
Texas
$135K
EPW
1359
Evergreen Private Wealth
Colorado
$134K
RWM
1360
Rialto Wealth Management
New York
$132K
PP
1361
Pingora Partners
Wyoming
$127K
MBFW
1362
Morton Brown Family Wealth
Pennsylvania
$125K
DAM
1363
Delta Asset Management
Tennessee
$123K
HCM
1364
Hollencrest Capital Management
California
$122K
LFA
1365
LGT Financial Advisors
Texas
$122K
CH
1366
Cromwell Holdings
Wyoming
$121K
BCWM
1367
Bartlett & Co Wealth Management
Ohio
$119K
MWM
1368
Mascoma Wealth Management
New Hampshire
$116K
LCM
1369
Logan Capital Management
Pennsylvania
$112K
BBPWM
1370
Blue Bell Private Wealth Management
Pennsylvania
$111K
OA
1371
Operose Advisors
Wisconsin
$110K
SWA
1372
SOA Wealth Advisors
New York
$110K
OL
1373
OneFund LLC
Florida
$109K
QC
1374
Quent Capital
New York
$108K
LIA
1375
Limestone Investment Advisors
New York
$104K