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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
CWM
1476
Cedar Wealth Management
California
$21.2K
AAS
1477
Ameritas Advisory Services
Nebraska
$21K
BHWM
1478
Beaird Harris Wealth Management
Texas
$20.7K
OP
1479
ORG Partners
Indiana
$20.6K
FCMT
1480
Founders Capital Management (Texas)
Texas
$19.9K
GWSG
1481
GPS Wealth Strategies Group
Colorado
$19.7K
IW
1482
Imprint Wealth
South Carolina
$19K
TIM
1483
Tortoise Investment Management
New York
$18.1K
PWA
1484
Physician Wealth Advisors
Utah
$17.7K
BIA
1485
Bell Investment Advisors
California
$17.4K
RPA
1486
Redwood Park Advisors
California
$16.7K
AEPWM
1487
Atlantic Edge Private Wealth Management
Florida
$16K
TTIC
1488
Tower Trust & Investment Company
Iowa
$16K
FPF
1489
First Pacific Financial
Washington
$15.8K
QL
1490
Quarry LP
New York
$15.2K
NEWAS
1491
N.E.W. Advisory Services
Wisconsin
$14.7K
ATC
1492
Advantage Trust Company
Kansas
$14.6K
FFO
1493
Fortitude Family Office
Arizona
$14.3K
PSB
1494
Piscataqua Savings Bank
New Hampshire
$14.3K
HDIM
1495
Hanson & Doremus Investment Management
Vermont
$14K
WA
1496
Whipplewood Advisors
Colorado
$13.3K
VCM
1497
Versant Capital Management
Arizona
$13.2K
TFGT
1498
TS Financial Group (TSFG)
Illinois
$13K
HFS
1499
Horizon Financial Services
North Carolina
$12.7K
BT
1500
Banque Transatlantique
France
$12.7K