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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
MKA
1701
M. Kulyk & Associates
Georgia
HPM
1702
Hoxton Planning & Management
West Virginia
VPP
1703
Vertex Planning Partners
Illinois
VF
1704
Vista Finance
Missouri
NHC
1705
Nicholas Hoffman & Company
Georgia
BRA
1706
Bender Robert & Associates
California
JIP
1707
Jaffetilchin Investment Partners
Florida
LAM
1708
L2 Asset Management
Massachusetts
GCM
1709
Gallacher Capital Management
Colorado
COCM
1710
Charter Oak Capital Management
New Hampshire
MK
1711
MASTERINVEST Kapitalanlage
NDSI
1712
Newman Dignan & Sheerar Inc
Rhode Island
WI
1713
Wedgewood Investors
Pennsylvania
CCWM
1714
Cassaday & Co Wealth Management
Virginia
VAM
1715
Verity Asset Management
North Carolina
ANTB
1716
AMG National Trust Bank
Colorado
QFA
1717
Quantum Financial Advisors
California
BCP
1718
Blue Chip Partners
Michigan
LAM
1719
Longboard Asset Management
Arizona
TIA
1720
Tiemann Investment Advisors
California
GWM
1721
Gitterman Wealth Management
New Jersey
PFG
1722
Putney Financial Group
California
AWM
1723
Atticus Wealth Management
Florida
IIM
1724
Intact Investment Management
Quebec, Canada
BFP
1725
Briaud Financial Planning
Texas