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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
MEG
1476
Millstone Evans Group
Colorado
$24.6K
NWM
1477
Nova Wealth Management
Florida
$24K
PAI
1478
Pittenger & Anderson Inc
Nebraska
$24K
VWA
1479
Valued Wealth Advisors
Utah
$23.9K
CCA
1480
Catalyst Capital Advisors
New York
$23.2K
PWMG
1481
Prestige Wealth Management Group
New Jersey
$22.9K
LWA
1482
Lantern Wealth Advisors
New York
$21.8K
CWM
1483
Cedar Wealth Management
California
$21.2K
AAS
1484
Ameritas Advisory Services
Nebraska
$21K
BHWM
1485
Beaird Harris Wealth Management
Texas
$20.7K
OP
1486
ORG Partners
Indiana
$20.6K
FCMT
1487
Founders Capital Management (Texas)
Texas
$19.9K
GWSG
1488
GPS Wealth Strategies Group
Colorado
$19.7K
IW
1489
Imprint Wealth
South Carolina
$19K
TIM
1490
Tortoise Investment Management
New York
$18.1K
PWA
1491
Physician Wealth Advisors
Utah
$17.7K
BIA
1492
Bell Investment Advisors
California
$17.4K
RPA
1493
Redwood Park Advisors
California
$16.7K
AEPWM
1494
Atlantic Edge Private Wealth Management
Florida
$16K
TTIC
1495
Tower Trust & Investment Company
Iowa
$16K
FPF
1496
First Pacific Financial
Washington
$15.8K
QL
1497
Quarry LP
New York
$15.2K
NEWAS
1498
N.E.W. Advisory Services
Wisconsin
$14.7K
ATC
1499
Advantage Trust Company
Kansas
$14.6K
FFO
1500
Fortitude Family Office
Arizona
$14.3K