PAYX icon

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
PWA
1451
Principia Wealth Advisory
Texas
$39.4K
HWM
1452
Hemington Wealth Management
Virginia
$39K
MSFP
1453
Mark Sheptoff Financial Planning
Connecticut
$38K
FGA
1454
Fortis Group Advisors
New Jersey
$37.8K
BAM
1455
Bellevue Asset Management
Washington
$37.8K
CJ
1456
Caitlin John
Michigan
$36.3K
DFA
1457
DHJJ Financial Advisors
Illinois
$36.3K
BTD
1458
BankPlus Trust Department
Mississippi
$35.5K
WA
1459
Westfuller Advisors
New York
$34.5K
EA
1460
Evolution Advisers
Virginia
$34K
WIM
1461
Westside Investment Management
California
$33.1K
JWA
1462
JFS Wealth Advisors
Pennsylvania
$32.7K
MAM
1463
MMA Asset Management
Pennsylvania
$32.4K
API
1464
Asset Planning Inc
California
$32.3K
KFP
1465
Kerr Financial Planning
California
$32.2K
PMFA
1466
Plante Moran Financial Advisors
Michigan
$31.7K
SC
1467
Stance Capital
Massachusetts
$30.8K
APW
1468
Aventura Private Wealth
Florida
$30.8K
MCM
1469
MV Capital Management
Maryland
$28.5K
SCA
1470
Stuart Chaussee & Associates
California
$27.9K
CWM
1471
Consultiva Wealth Management
Puerto Rico
$27.8K
VWWMG
1472
Vermillion & White Wealth Management Group
Pennsylvania
$27.4K
HFS
1473
Hopwood Financial Services
Virginia
$25.4K
HWA
1474
Heartwood Wealth Advisors
Virginia
$25.4K
ABWM
1475
Alpine Bank Wealth Management
Colorado
$25K