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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
ITIM
1351
Indiana Trust & Investment Management
Indiana
$173K
CFD
1352
Creative Financial Designs
Indiana
$171K
AF
1353
Advisornet Financial
Minnesota
$170K
SIC
1354
SJS Investment Consulting
Ohio
$163K
CAM
1355
Creekmur Asset Management
Illinois
$162K
OBWP
1356
O'Brien Wealth Partners
Massachusetts
$162K
OSNBOA
1357
Old Second National Bank of Aurora
Illinois
$160K
BCM
1358
Blume Capital Management
California
$160K
GAG
1359
Goodman Advisory Group
Massachusetts
$157K
SWM
1360
Spire Wealth Management
Virginia
$157K
LI
1361
Louisbourg Investments
New Brunswick, Canada
$152K
DMBA
1362
Deseret Mutual Benefit Administrators
Utah
$151K
AA
1363
Addison Advisors
Vermont
$149K
PFBT
1364
Parkside Financial Bank & Trust
Missouri
$147K
A
1365
AlphaQuest
New York
$147K
BC
1366
Barrett & Company
Rhode Island
$142K
BCM
1367
Birch Capital Management
Texas
$135K
EPW
1368
Evergreen Private Wealth
Colorado
$134K
RWM
1369
Rialto Wealth Management
New York
$132K
PP
1370
Pingora Partners
Wyoming
$127K
MBFW
1371
Morton Brown Family Wealth
Pennsylvania
$125K
DAM
1372
Delta Asset Management
Tennessee
$123K
HCM
1373
Hollencrest Capital Management
California
$122K
LFA
1374
LGT Financial Advisors
Texas
$122K
CH
1375
Cromwell Holdings
Wyoming
$121K