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Paychex

1,612 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, 517 increasing their positions, 668 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

23% less repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 668

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,612
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
RBC
1551
Roble Belko & Company
Pennsylvania
$5K
CWM
1552
Copia Wealth Management
Oregon
$4.94K
FGAM
1553
Financial Gravity Asset Management
Texas
$4.94K
CIAS
1554
CBIZ Investment Advisory Services
Ohio
$4.69K
NWMP
1555
Noble Wealth Management PBC
Colorado
$4.56K
HWA
1556
HHM Wealth Advisors
Tennessee
$4.34K
JGIA
1557
Jackson Grant Investment Advisers
Connecticut
$4.31K
AWM
1558
Abound Wealth Management
Tennessee
$4.21K
DPW
1559
DiNuzzo Private Wealth
Pennsylvania
$4.18K
GTAM
1560
Global Trust Asset Management
Florida
$4.18K
TVWM
1561
Tower View Wealth Management
Wisconsin
$4.17K
KG
1562
Kilter Group
New York
$4.06K
FF
1563
Friedenthal Financial
New Jersey
$4.06K
CCM
1564
Cloud Capital Management
Washington
$4K
FWM
1565
FSA Wealth Management
Massachusetts
$3.93K
DWA
1566
Delos Wealth Advisors
Texas
$3.93K
KA
1567
Kozak & Associates
Colorado
$3.68K
DF
1568
Dunhill Financial
United Kingdom
$3.5K
TWD
1569
True Wealth Design
Ohio
$3.44K
AP
1570
Aspect Partners
Virginia
$3.3K
BLC
1571
Brown, Lisle/Cummings
Rhode Island
$3.04K
CA
1572
Centerpoint Advisors
Massachusetts
$3K
LIM
1573
Longfellow Investment Management
Massachusetts
$2.92K
BFS
1574
Burkett Financial Services
South Carolina
$2.85K
MAM
1575
Marquette Asset Management
Minnesota
$2.66K