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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
GTAM
1551
Global Trust Asset Management
Florida
$4.18K
TVWM
1552
Tower View Wealth Management
Wisconsin
$4.17K
FF
1553
Friedenthal Financial
New Jersey
$4.06K
CCM
1554
Cloud Capital Management
Washington
$4K
FWM
1555
FSA Wealth Management
Massachusetts
$3.93K
DWA
1556
Delos Wealth Advisors
Texas
$3.93K
KA
1557
Kozak & Associates
Colorado
$3.68K
DF
1558
Dunhill Financial
United Kingdom
$3.5K
TWD
1559
True Wealth Design
Ohio
$3.44K
AP
1560
Aspect Partners
Virginia
$3.3K
BLC
1561
Brown, Lisle/Cummings
Rhode Island
$3.04K
CA
1562
Centerpoint Advisors
Massachusetts
$3K
LIM
1563
Longfellow Investment Management
Massachusetts
$2.92K
BFS
1564
Burkett Financial Services
South Carolina
$2.85K
MAM
1565
Marquette Asset Management
Minnesota
$2.66K
TCA
1566
Trifecta Capital Advisors
Illinois
$2.41K
BHWM
1567
Bay Harbor Wealth Management
Maryland
$2.41K
LC
1568
Lavaca Capital
Texas
$2.28K
BI
1569
Binnacle Investments
Iowa
$2.28K
WA
1570
WPG Advisers
Maryland
$2.28K
HWP
1571
Highline Wealth Partners
California
$2.15K
1IA
1572
1620 Investment Advisors
Massachusetts
$2.03K
TPBG
1573
Turning Point Benefit Group
Maryland
$1.98K
RCM
1574
Raleigh Capital Management
North Carolina
$1.97K
SIS
1575
Sound Income Strategies
Florida
$1.93K