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Paychex

1,588 hedge funds and large institutions have $34.6B invested in Paychex in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 510 increasing their positions, 656 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

22% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 656

50% less funds holding in top 10

Funds holding in top 10: 2211 (-11)

Holders
1,588
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
WC
1676
Woodstock Corp
Massachusetts
SB
1677
SIG Brokerage
New York
LOPW
1678
Live Oak Private Wealth
North Carolina
AC
1679
Avestar Capital
New York
MFS
1680
Madrona Financial Services
Washington
ACM
1681
Allred Capital Management
Texas
VC
1682
Veery Capital
Delaware
OL
1683
one8zero8 LLC
North Carolina
WF
1684
Wayfinding Financial
Washington
PFM
1685
Patton Fund Management
Texas
FSA
1686
Franklin Street Advisors
North Carolina
Los Angeles Capital Management
1687
Los Angeles Capital Management
California
BHWM
1688
Bar Harbor Wealth Management
New Hampshire
FG
1689
Foster Group
Iowa
HFAS
1690
Hummer Financial Advisory Services
Illinois
CISOA
1691
Capital Investment Services of America
Wisconsin
PTC
1692
Philadelphia Trust Company
Pennsylvania
IPWA
1693
International Private Wealth Advisors
California
WFI
1694
West Family Investments
California
MCAI
1695
Members Capital Advisors Inc
Wisconsin
CAG
1696
Crestwood Advisors Group
Massachusetts
CWM
1697
Connecticut Wealth Management
Connecticut
MKA
1698
M. Kulyk & Associates
Georgia
HPM
1699
Hoxton Planning & Management
West Virginia
VPP
1700
Vertex Planning Partners
Illinois