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Paychex

1,612 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, 517 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: 517 | Existing positions reduced: 668

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,612
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
HWA
1476
Heartwood Wealth Advisors
Virginia
$25.4K
ABWM
1477
Alpine Bank Wealth Management
Colorado
$25K
MEG
1478
Millstone Evans Group
Colorado
$24.6K
NWM
1479
Nova Wealth Management
Florida
$24K
PAI
1480
Pittenger & Anderson Inc
Nebraska
$24K
VWA
1481
Valued Wealth Advisors
Utah
$23.9K
CCA
1482
Catalyst Capital Advisors
New York
$23.2K
PWMG
1483
Prestige Wealth Management Group
New Jersey
$22.9K
LWA
1484
Lantern Wealth Advisors
New York
$21.8K
CWM
1485
Cedar Wealth Management
California
$21.2K
AAS
1486
Ameritas Advisory Services
Nebraska
$21K
BHWM
1487
Beaird Harris Wealth Management
Texas
$20.7K
OP
1488
ORG Partners
Indiana
$20.6K
FCMT
1489
Founders Capital Management (Texas)
Texas
$19.9K
GWSG
1490
GPS Wealth Strategies Group
Colorado
$19.7K
IW
1491
Imprint Wealth
South Carolina
$19K
TIM
1492
Tortoise Investment Management
New York
$18.1K
PWA
1493
Physician Wealth Advisors
Utah
$17.7K
BIA
1494
Bell Investment Advisors
California
$17.4K
RPA
1495
Redwood Park Advisors
California
$16.7K
AEPWM
1496
Atlantic Edge Private Wealth Management
Florida
$16K
TTIC
1497
Tower Trust & Investment Company
Iowa
$16K
FPF
1498
First Pacific Financial
Washington
$15.8K
QL
1499
Quarry LP
New York
$15.2K
NEWAS
1500
N.E.W. Advisory Services
Wisconsin
$14.7K