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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
BCWM
1376
Bartlett & Co Wealth Management
Ohio
$119K
MWM
1377
Mascoma Wealth Management
New Hampshire
$116K
LCM
1378
Logan Capital Management
Pennsylvania
$112K
BBPWM
1379
Blue Bell Private Wealth Management
Pennsylvania
$111K
OA
1380
Operose Advisors
Wisconsin
$110K
SWA
1381
SOA Wealth Advisors
New York
$110K
OL
1382
OneFund LLC
Florida
$109K
QC
1383
Quent Capital
New York
$108K
LIA
1384
Limestone Investment Advisors
New York
$104K
FDP
1385
Financiere des Professionnels
Quebec, Canada
$101K
Cohen & Steers
1386
Cohen & Steers
New York
$101K
SIM
1387
Sentry Investment Management
Wisconsin
$97K
OIAM
1388
OFI Invest Asset Management
France
$96.8K
OIA
1389
Optimum Investment Advisors
Illinois
$95.1K
ANBT
1390
American National Bank & Trust
Texas
$90.3K
ADL
1391
Asset Dedication LLC
California
$90.1K
SS
1392
SBI Securities
Japan
$88.4K
VC
1393
Vestor Capital
Illinois
$87K
TCB
1394
Texas Capital Bancshares
Texas
$85.6K
PAM
1395
Parvin Asset Management
South Dakota
$84.9K
SL
1396
Salomon & Ludwin
Virginia
$84.4K
DI
1397
DAGCO Inc
Ohio
$82.8K
SNB
1398
Security National Bank
Nebraska
$81.1K
BWAM
1399
Boyd Watterson Asset Management
Ohio
$80.9K
MTIC
1400
Missouri Trust & Investment Company
Missouri
$80.7K