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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
CAM
1351
Creekmur Asset Management
Illinois
$162K
OBWP
1352
O'Brien Wealth Partners
Massachusetts
$162K
OSNBOA
1353
Old Second National Bank of Aurora
Illinois
$160K
BCM
1354
Blume Capital Management
California
$160K
GAG
1355
Goodman Advisory Group
Massachusetts
$157K
SWM
1356
Spire Wealth Management
Virginia
$157K
LI
1357
Louisbourg Investments
New Brunswick, Canada
$152K
DMBA
1358
Deseret Mutual Benefit Administrators
Utah
$151K
AA
1359
Addison Advisors
Vermont
$149K
PFBT
1360
Parkside Financial Bank & Trust
Missouri
$147K
A
1361
AlphaQuest
New York
$147K
BC
1362
Barrett & Company
Rhode Island
$142K
BCM
1363
Birch Capital Management
Texas
$135K
EPW
1364
Evergreen Private Wealth
Colorado
$134K
RWM
1365
Rialto Wealth Management
New York
$132K
PP
1366
Pingora Partners
Wyoming
$127K
MBFW
1367
Morton Brown Family Wealth
Pennsylvania
$125K
DAM
1368
Delta Asset Management
Tennessee
$123K
HCM
1369
Hollencrest Capital Management
California
$122K
LFA
1370
LGT Financial Advisors
Texas
$122K
CH
1371
Cromwell Holdings
Wyoming
$121K
BCWM
1372
Bartlett & Co Wealth Management
Ohio
$119K
MWM
1373
Mascoma Wealth Management
New Hampshire
$116K
LCM
1374
Logan Capital Management
Pennsylvania
$112K
BBPWM
1375
Blue Bell Private Wealth Management
Pennsylvania
$111K