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Paychex

1,601 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, 514 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

22% less repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 662

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,601
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
BHWM
1701
Bar Harbor Wealth Management
New Hampshire
FG
1702
Foster Group
Iowa
PTC
1703
Philadelphia Trust Company
Pennsylvania
CISOA
1704
Capital Investment Services of America
Wisconsin
HFAS
1705
Hummer Financial Advisory Services
Illinois
MCAI
1706
Members Capital Advisors Inc
Wisconsin
IPWA
1707
International Private Wealth Advisors
California
WFI
1708
West Family Investments
California
CAG
1709
Crestwood Advisors Group
Massachusetts
CWM
1710
Connecticut Wealth Management
Connecticut
MKA
1711
M. Kulyk & Associates
Georgia
HPM
1712
Hoxton Planning & Management
West Virginia
VPP
1713
Vertex Planning Partners
Illinois
VF
1714
Vista Finance
Missouri
NHC
1715
Nicholas Hoffman & Company
Georgia
BRA
1716
Bender Robert & Associates
California
JIP
1717
Jaffetilchin Investment Partners
Florida
LAM
1718
L2 Asset Management
Massachusetts
GCM
1719
Gallacher Capital Management
Colorado
COCM
1720
Charter Oak Capital Management
New Hampshire
MK
1721
MASTERINVEST Kapitalanlage
WI
1722
Wedgewood Investors
Pennsylvania
NDSI
1723
Newman Dignan & Sheerar Inc
Rhode Island
CCWM
1724
Cassaday & Co Wealth Management
Virginia
VAM
1725
Verity Asset Management
North Carolina