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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
BHWM
1476
Beaird Harris Wealth Management
Texas
$20.7K
OP
1477
ORG Partners
Indiana
$20.6K
FCMT
1478
Founders Capital Management (Texas)
Texas
$19.9K
GWSG
1479
GPS Wealth Strategies Group
Colorado
$19.7K
IW
1480
Imprint Wealth
South Carolina
$19K
TIM
1481
Tortoise Investment Management
New York
$18.1K
PWA
1482
Physician Wealth Advisors
Utah
$17.7K
BIA
1483
Bell Investment Advisors
California
$17.4K
RPA
1484
Redwood Park Advisors
California
$16.7K
AEPWM
1485
Atlantic Edge Private Wealth Management
Florida
$16K
TTIC
1486
Tower Trust & Investment Company
Iowa
$16K
FPF
1487
First Pacific Financial
Washington
$15.8K
QL
1488
Quarry LP
New York
$15.2K
NEWAS
1489
N.E.W. Advisory Services
Wisconsin
$14.7K
ATC
1490
Advantage Trust Company
Kansas
$14.6K
FFO
1491
Fortitude Family Office
Arizona
$14.3K
PSB
1492
Piscataqua Savings Bank
New Hampshire
$14.3K
HDIM
1493
Hanson & Doremus Investment Management
Vermont
$14K
WA
1494
Whipplewood Advisors
Colorado
$13.3K
VCM
1495
Versant Capital Management
Arizona
$13.2K
TFGT
1496
TS Financial Group (TSFG)
Illinois
$13K
HFS
1497
Horizon Financial Services
North Carolina
$12.7K
BT
1498
Banque Transatlantique
France
$12.7K
RF
1499
Roxbury Financial
New Jersey
$12.5K
PWMG
1500
Private Wealth Management Group
New Jersey
$12K