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