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Paychex

1,600 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, 513 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

23% less repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 662

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,600
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
FG
1701
Foster Group
Iowa
PTC
1702
Philadelphia Trust Company
Pennsylvania
HFAS
1703
Hummer Financial Advisory Services
Illinois
CISOA
1704
Capital Investment Services of America
Wisconsin
IPWA
1705
International Private Wealth Advisors
California
MCAI
1706
Members Capital Advisors Inc
Wisconsin
WFI
1707
West Family Investments
California
CAG
1708
Crestwood Advisors Group
Massachusetts
CWM
1709
Connecticut Wealth Management
Connecticut
MKA
1710
M. Kulyk & Associates
Georgia
HPM
1711
Hoxton Planning & Management
West Virginia
VPP
1712
Vertex Planning Partners
Illinois
VF
1713
Vista Finance
Missouri
NHC
1714
Nicholas Hoffman & Company
Georgia
BRA
1715
Bender Robert & Associates
California
JIP
1716
Jaffetilchin Investment Partners
Florida
LAM
1717
L2 Asset Management
Massachusetts
GCM
1718
Gallacher Capital Management
Colorado
COCM
1719
Charter Oak Capital Management
New Hampshire
MK
1720
MASTERINVEST Kapitalanlage
WI
1721
Wedgewood Investors
Pennsylvania
NDSI
1722
Newman Dignan & Sheerar Inc
Rhode Island
CCWM
1723
Cassaday & Co Wealth Management
Virginia
VAM
1724
Verity Asset Management
North Carolina
ANTB
1725
AMG National Trust Bank
Colorado