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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
DFA
1451
DHJJ Financial Advisors
Illinois
$36.3K
BTD
1452
BankPlus Trust Department
Mississippi
$35.5K
WA
1453
Westfuller Advisors
New York
$34.5K
WIM
1454
Westside Investment Management
California
$33.1K
JWA
1455
JFS Wealth Advisors
Pennsylvania
$32.7K
MAM
1456
MMA Asset Management
Pennsylvania
$32.4K
API
1457
Asset Planning Inc
California
$32.3K
KFPC
1458
KERR FINANCIAL PLANNING Corp
California
$32.2K
PMFA
1459
Plante Moran Financial Advisors
Michigan
$31.7K
SC
1460
Stance Capital
Massachusetts
$30.8K
SCA
1461
Stuart Chaussee & Associates
California
$27.9K
CWM
1462
Consultiva Wealth Management
Puerto Rico
$27.8K
VWWMG
1463
Vermillion & White Wealth Management Group
Pennsylvania
$27.4K
HFS
1464
Hopwood Financial Services
Virginia
$25.4K
HWA
1465
Heartwood Wealth Advisors
Virginia
$25.4K
ABWM
1466
Alpine Bank Wealth Management
Colorado
$25K
MEG
1467
Millstone Evans Group
Colorado
$24.6K
NWM
1468
Nova Wealth Management
Florida
$24K
PAI
1469
Pittenger & Anderson Inc
Nebraska
$24K
VWA
1470
Valued Wealth Advisors
Utah
$23.9K
CCA
1471
Catalyst Capital Advisors
New York
$23.2K
PWMG
1472
Prestige Wealth Management Group
New Jersey
$22.9K
LWA
1473
Lantern Wealth Advisors
New York
$21.8K
CWM
1474
Cedar Wealth Management
California
$21.2K
AAS
1475
Ameritas Advisory Services
Nebraska
$21K