PAYX icon

Paychex

1,595 hedge funds and large institutions have $34.7B invested in Paychex in 2025 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 512 increasing their positions, 659 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: 129 | Existing positions closed: 161

22% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 659

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,595
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
GSWM
1426
Golden State Wealth Management
California
$50.2K
CWA
1427
Carolina Wealth Advisors
South Carolina
$49.9K
TFIPS
1428
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.4K
DF
1429
DecisionPoint Financial
Arizona
$49.2K
TCM
1430
TruNorth Capital Management
Michigan
$49.2K
RFS
1431
Richardson Financial Services
Massachusetts
$49.1K
BWL
1432
Bogart Wealth LLC
Virginia
$48.8K
CT
1433
Clearstead Trust
Maine
$48.2K
SN
1434
Sittner & Nelson
Oregon
$48K
FRA
1435
Front Row Advisors
California
$47.7K
FCT
1436
First Community Trust
Iowa
$47K
CM
1437
Castleark Management
Illinois
$45.6K
TFA
1438
Toth Financial Advisory
Virginia
$45.3K
OAJ
1439
Ogorek Anthony Joseph
New York
$44K
EFMH
1440
E Fund Management (HK)
Hong Kong
$43.9K
WWA
1441
Wealth Watch Advisors
Colorado
$42.2K
CMA
1442
Cedar Mountain Advisors
Oregon
$42K
IUHSA
1443
Itau Unibanco Holding S.A.
Brazil
$40.4K
PFSC
1444
Peoples Financial Services Corp
Pennsylvania
$40.1K
T
1445
Tidemark
California
$39.4K
HWM
1446
Hemington Wealth Management
Virginia
$39K
MSFP
1447
Mark Sheptoff Financial Planning
Connecticut
$38K
FGA
1448
Fortis Group Advisors
New Jersey
$37.8K
BAM
1449
Bellevue Asset Management
Washington
$37.8K
CJ
1450
Caitlin John
Michigan
$36.3K