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Paychex

1,599 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
1,599
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
CISOA
1701
Capital Investment Services of America
Wisconsin
PTC
1702
Philadelphia Trust Company
Pennsylvania
HFAS
1703
Hummer Financial Advisory Services
Illinois
MCAI
1704
Members Capital Advisors Inc
Wisconsin
WFI
1705
West Family Investments
California
IPWA
1706
International Private Wealth Advisors
California
CAG
1707
Crestwood Advisors Group
Massachusetts
CWM
1708
Connecticut Wealth Management
Connecticut
MKA
1709
M. Kulyk & Associates
Georgia
HPM
1710
Hoxton Planning & Management
West Virginia
VPP
1711
Vertex Planning Partners
Illinois
VF
1712
Vista Finance
Missouri
NHC
1713
Nicholas Hoffman & Company
Georgia
BRA
1714
Bender Robert & Associates
California
JIP
1715
Jaffetilchin Investment Partners
Florida
LAM
1716
L2 Asset Management
Massachusetts
GCM
1717
Gallacher Capital Management
Colorado
COCM
1718
Charter Oak Capital Management
New Hampshire
MK
1719
MASTERINVEST Kapitalanlage
NDSI
1720
Newman Dignan & Sheerar Inc
Rhode Island
WI
1721
Wedgewood Investors
Pennsylvania
CCWM
1722
Cassaday & Co Wealth Management
Virginia
VAM
1723
Verity Asset Management
North Carolina
ANTB
1724
AMG National Trust Bank
Colorado
QFA
1725
Quantum Financial Advisors
California