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Paychex

1,601 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, 514 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

22% less repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 662

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,601
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
AIP
1526
Alexis Investment Partners
Texas
$8.11K
T. Rowe Price Investment Management
1527
T. Rowe Price Investment Management
Maryland
$8K
KFP
1528
Keener Financial Planning
Texas
$8K
ZBNA
1529
Zions Bancorporation, National Association
Utah
$7.73K
HFS
1530
Hughes Financial Services
Virginia
$7.58K
HHGA
1531
Halbert Hargrove Global Advisors
California
$7.35K
Q1WB
1532
Quest 10 Wealth Builders
Virginia
$7.14K
SSG
1533
Summit Securities Group
New York
$6.97K
MAM
1534
Meeder Asset Management
Ohio
$6.59K
FDW
1535
Fourth Dimension Wealth
Ohio
$6.34K
AIA
1536
Aventus Investment Advisors
Florida
$6.21K
NFSG
1537
Newbridge Financial Services Group
Florida
$5.51K
GWSA
1538
Global Wealth Strategies & Associates
Colorado
$5.23K
MCM
1539
Manchester Capital Management
Vermont
$5.2K
CPG
1540
Cornerstone Planning Group
New Jersey
$5.19K
WPA
1541
Wealth Preservation Advisors
Tennessee
$5.07K
AW
1542
Avion Wealth
Texas
$5K
RBC
1543
Roble Belko & Company
Pennsylvania
$5K
CWM
1544
Copia Wealth Management
Oregon
$4.94K
FGAM
1545
Financial Gravity Asset Management
Texas
$4.94K
CIAS
1546
CBIZ Investment Advisory Services
Ohio
$4.69K
NWMP
1547
Noble Wealth Management PBC
Colorado
$4.56K
HWA
1548
HHM Wealth Advisors
Tennessee
$4.34K
JGIA
1549
Jackson Grant Investment Advisers
Connecticut
$4.31K
AWM
1550
Abound Wealth Management
Tennessee
$4.21K