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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
BGAI
1426
Bruce G. Allen Investments
Colorado
$50.5K
GSWM
1427
Golden State Wealth Management
California
$50.2K
CWA
1428
Carolina Wealth Advisors
South Carolina
$49.9K
TFIPS
1429
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.4K
DF
1430
DecisionPoint Financial
Arizona
$49.2K
TCM
1431
TruNorth Capital Management
Michigan
$49.2K
RFS
1432
Richardson Financial Services
Massachusetts
$49.1K
BWL
1433
Bogart Wealth LLC
Virginia
$48.8K
CT
1434
Clearstead Trust
Maine
$48.2K
SN
1435
Sittner & Nelson
Oregon
$48K
FRA
1436
Front Row Advisors
California
$47.7K
FCT
1437
First Community Trust
Iowa
$47K
CM
1438
Castleark Management
Illinois
$45.6K
TFA
1439
Toth Financial Advisory
Virginia
$45.3K
OAJ
1440
Ogorek Anthony Joseph
New York
$44K
EFMH
1441
E Fund Management (HK)
Hong Kong
$43.9K
WWA
1442
Wealth Watch Advisors
Colorado
$42.2K
CMA
1443
Cedar Mountain Advisors
Oregon
$42K
IUHSA
1444
Itau Unibanco Holding S.A.
Brazil
$40.4K
PFSC
1445
Peoples Financial Services Corp
Pennsylvania
$40.1K
T
1446
Tidemark
California
$39.4K
HWM
1447
Hemington Wealth Management
Virginia
$39K
MSFP
1448
Mark Sheptoff Financial Planning
Connecticut
$38K
BAM
1449
Bellevue Asset Management
Washington
$37.8K
FGA
1450
Fortis Group Advisors
New Jersey
$37.8K