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Paychex

1,600 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
1,600
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
T. Rowe Price Investment Management
1526
T. Rowe Price Investment Management
Maryland
$8K
KFP
1527
Keener Financial Planning
Texas
$8K
ZBNA
1528
Zions Bancorporation, National Association
Utah
$7.73K
HFS
1529
Hughes Financial Services
Virginia
$7.58K
HHGA
1530
Halbert Hargrove Global Advisors
California
$7.35K
Q1WB
1531
Quest 10 Wealth Builders
Virginia
$7.14K
SSG
1532
Summit Securities Group
New York
$6.97K
MAM
1533
Meeder Asset Management
Ohio
$6.59K
FDW
1534
Fourth Dimension Wealth
Ohio
$6.34K
AIA
1535
Aventus Investment Advisors
Florida
$6.21K
NFSG
1536
Newbridge Financial Services Group
Florida
$5.51K
GWSA
1537
Global Wealth Strategies & Associates
Colorado
$5.23K
MCM
1538
Manchester Capital Management
Vermont
$5.2K
CPG
1539
Cornerstone Planning Group
New Jersey
$5.19K
WPA
1540
Wealth Preservation Advisors
Tennessee
$5.07K
AW
1541
Avion Wealth
Texas
$5K
RBC
1542
Roble Belko & Company
Pennsylvania
$5K
CWM
1543
Copia Wealth Management
Oregon
$4.94K
FGAM
1544
Financial Gravity Asset Management
Texas
$4.94K
CIAS
1545
CBIZ Investment Advisory Services
Ohio
$4.69K
NWMP
1546
Noble Wealth Management PBC
Colorado
$4.56K
HWA
1547
HHM Wealth Advisors
Tennessee
$4.34K
JGIA
1548
Jackson Grant Investment Advisers
Connecticut
$4.31K
AWM
1549
Abound Wealth Management
Tennessee
$4.21K
DPW
1550
DiNuzzo Private Wealth
Pennsylvania
$4.18K