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Paychex

1,612 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, 517 increasing their positions, 668 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

23% less repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 668

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,612
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
LOPW
1701
Live Oak Private Wealth
North Carolina
AC
1702
Avestar Capital
New York
MFS
1703
Madrona Financial Services
Washington
ACM
1704
Allred Capital Management
Texas
VC
1705
Veery Capital
Delaware
OL
1706
one8zero8 LLC
North Carolina
WF
1707
Wayfinding Financial
Washington
PFM
1708
Patton Fund Management
Texas
FSA
1709
Franklin Street Advisors
North Carolina
Los Angeles Capital Management
1710
Los Angeles Capital Management
California
BHWM
1711
Bar Harbor Wealth Management
New Hampshire
FG
1712
Foster Group
Iowa
HFAS
1713
Hummer Financial Advisory Services
Illinois
CISOA
1714
Capital Investment Services of America
Wisconsin
PTC
1715
Philadelphia Trust Company
Pennsylvania
IPWA
1716
International Private Wealth Advisors
California
MCAI
1717
Members Capital Advisors Inc
Wisconsin
WFI
1718
West Family Investments
California
CAG
1719
Crestwood Advisors Group
Massachusetts
CWM
1720
Connecticut Wealth Management
Connecticut
MKA
1721
M. Kulyk & Associates
Georgia
HPM
1722
Hoxton Planning & Management
West Virginia
VPP
1723
Vertex Planning Partners
Illinois
VF
1724
Vista Finance
Missouri
NHC
1725
Nicholas Hoffman & Company
Georgia