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