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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
ATC
1501
Advantage Trust Company
Kansas
$14.6K
FFO
1502
Fortitude Family Office
Arizona
$14.3K
PSB
1503
Piscataqua Savings Bank
New Hampshire
$14.3K
HDIM
1504
Hanson & Doremus Investment Management
Vermont
$14K
WA
1505
Whipplewood Advisors
Colorado
$13.3K
VCM
1506
Versant Capital Management
Arizona
$13.2K
TFGT
1507
TS Financial Group (TSFG)
Illinois
$13K
AWM
1508
AllSquare Wealth Management
New York
$12.7K
HFS
1509
Horizon Financial Services
North Carolina
$12.7K
BT
1510
Banque Transatlantique
France
$12.7K
RF
1511
Roxbury Financial
New Jersey
$12.5K
PWMG
1512
Private Wealth Management Group
New Jersey
$12K
SFCL
1513
Strengthening Families & Communities LLC
Massachusetts
$11.9K
SWP
1514
Strategic Wealth Partners
Ohio
$11.7K
SC
1515
Solstein Capital
California
$11.5K
S
1516
Sachetta
Massachusetts
$11.4K
RTL
1517
Red Tortoise LLC
Georgia
$10.8K
CTB
1518
Country Trust Bank
Illinois
$10.5K
PPA
1519
Painted Porch Advisors
California
$10.4K
BP
1520
BNP Paribas
France
$10.3K
EWM
1521
Evermay Wealth Management
Virginia
$10.1K
LWA
1522
Lowe Wealth Advisors
Maryland
$10.1K
SA
1523
Strategic Advocates
Utah
$9.8K
PA
1524
Pineridge Advisors
Missouri
$9.69K
AA
1525
Ancora Advisors
Ohio
$9.63K