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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
CVM
1426
Cheviot Value Management
California
$53.6K
AG
1427
AmeriFlex Group
Nevada
$53K
NECFA
1428
New England Capital Financial Advisors
Connecticut
$52.1K
IRC
1429
Investors Research Corp
Georgia
$50.7K
BGAI
1430
Bruce G. Allen Investments
Colorado
$50.5K
GSWM
1431
Golden State Wealth Management
California
$50.2K
CWA
1432
Carolina Wealth Advisors
South Carolina
$49.9K
TFIPS
1433
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.4K
DF
1434
DecisionPoint Financial
Arizona
$49.2K
TCM
1435
TruNorth Capital Management
Michigan
$49.2K
RFS
1436
Richardson Financial Services
Massachusetts
$49.1K
BWL
1437
Bogart Wealth LLC
Virginia
$48.8K
CT
1438
Clearstead Trust
Maine
$48.2K
SN
1439
Sittner & Nelson
Oregon
$48K
FRA
1440
Front Row Advisors
California
$47.7K
FCT
1441
First Community Trust
Iowa
$47K
CM
1442
Castleark Management
Illinois
$45.6K
TFA
1443
Toth Financial Advisory
Virginia
$45.3K
OAJ
1444
Ogorek Anthony Joseph
New York
$44K
EFMH
1445
E Fund Management (HK)
Hong Kong
$43.9K
WWA
1446
Wealth Watch Advisors
Colorado
$42.2K
CMA
1447
Cedar Mountain Advisors
Oregon
$42K
IUHSA
1448
Itau Unibanco Holding S.A.
Brazil
$40.4K
PFSC
1449
Peoples Financial Services Corp
Pennsylvania
$40.1K
T
1450
Tidemark
California
$39.4K