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Paychex

1,591 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, 512 increasing their positions, 657 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: 512 | Existing positions reduced: 657

50% less funds holding in top 10

Funds holding in top 10: 2211 (-11)

Holders
1,591
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
FMI
1676
F/M Investments
District of Columbia
SFG
1677
SNS Financial Group
Minnesota
JWWM
1678
Johnson & White Wealth Management
Pennsylvania
WC
1679
Woodstock Corp
Massachusetts
SB
1680
SIG Brokerage
New York
LOPW
1681
Live Oak Private Wealth
North Carolina
AC
1682
Avestar Capital
New York
MFS
1683
Madrona Financial Services
Washington
ACM
1684
Allred Capital Management
Texas
VC
1685
Veery Capital
Delaware
OL
1686
one8zero8 LLC
North Carolina
WF
1687
Wayfinding Financial
Washington
PFM
1688
Patton Fund Management
Texas
FSA
1689
Franklin Street Advisors
North Carolina
Los Angeles Capital Management
1690
Los Angeles Capital Management
California
BHWM
1691
Bar Harbor Wealth Management
New Hampshire
FG
1692
Foster Group
Iowa
HFAS
1693
Hummer Financial Advisory Services
Illinois
CISOA
1694
Capital Investment Services of America
Wisconsin
PTC
1695
Philadelphia Trust Company
Pennsylvania
WFI
1696
West Family Investments
California
IPWA
1697
International Private Wealth Advisors
California
MCAI
1698
Members Capital Advisors Inc
Wisconsin
CAG
1699
Crestwood Advisors Group
Massachusetts
CWM
1700
Connecticut Wealth Management
Connecticut