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Paychex

1,588 hedge funds and large institutions have $34.6B invested in Paychex in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 510 increasing their positions, 656 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

22% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 656

50% less funds holding in top 10

Funds holding in top 10: 2211 (-11)

Holders
1,588
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
NFSG
1526
Newbridge Financial Services Group
Florida
$5.51K
GWSA
1527
Global Wealth Strategies & Associates
Colorado
$5.23K
MCM
1528
Manchester Capital Management
Vermont
$5.2K
CPG
1529
Cornerstone Planning Group
New Jersey
$5.19K
WPA
1530
Wealth Preservation Advisors
Tennessee
$5.07K
AW
1531
Avion Wealth
Texas
$5K
RBC
1532
Roble Belko & Company
Pennsylvania
$5K
CWM
1533
Copia Wealth Management
Oregon
$4.94K
FGAM
1534
Financial Gravity Asset Management
Texas
$4.94K
CIAS
1535
CBIZ Investment Advisory Services
Ohio
$4.69K
HWA
1536
HHM Wealth Advisors
Tennessee
$4.34K
JGIA
1537
Jackson Grant Investment Advisers
Connecticut
$4.31K
AWM
1538
Abound Wealth Management
Tennessee
$4.21K
DPW
1539
DiNuzzo Private Wealth
Pennsylvania
$4.18K
GTAM
1540
Global Trust Asset Management
Florida
$4.18K
TVWM
1541
Tower View Wealth Management
Wisconsin
$4.17K
FF
1542
Friedenthal Financial
New Jersey
$4.06K
CCM
1543
Cloud Capital Management
Washington
$4K
FWM
1544
FSA Wealth Management
Massachusetts
$3.93K
DWA
1545
Delos Wealth Advisors
Texas
$3.93K
KA
1546
Kozak & Associates
Colorado
$3.68K
DF
1547
Dunhill Financial
United Kingdom
$3.5K
TWD
1548
True Wealth Design
Ohio
$3.44K
AP
1549
Aspect Partners
Virginia
$3.3K
BLC
1550
Brown, Lisle/Cummings
Rhode Island
$3.04K