PAYX icon

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
ANTB
1726
AMG National Trust Bank
Colorado
QFA
1727
Quantum Financial Advisors
California
BCP
1728
Blue Chip Partners
Michigan
LAM
1729
Longboard Asset Management
Arizona
TIA
1730
Tiemann Investment Advisors
California
GWM
1731
Gitterman Wealth Management
New Jersey
PFG
1732
Putney Financial Group
California
AWM
1733
Atticus Wealth Management
Florida
IIM
1734
Intact Investment Management
Quebec, Canada
BFP
1735
Briaud Financial Planning
Texas
OWA
1736
Opal Wealth Advisors
New York
BCMLT
1737
Beacon Capital Management LLC (Tennessee)
Tennessee
ACM
1738
Aster Capital Management
United Arab Emirates
CWM
1739
CarsonAllaria Wealth Management
Illinois
MWM
1740
MorganRosel Wealth Management
Colorado
T
1741
Transce3nd
Texas
NC
1742
NewSquare Capital
Pennsylvania
WOC
1743
West Oak Capital
California
TPWA
1744
Twin Peaks Wealth Advisors
California
SC
1745
Stephens Consulting
Michigan
GC
1746
Garde Capital
Washington
SGC
1747
Slocum, Gordon & Co
Rhode Island
PSFG
1748
Park Square Financial Group
Georgia
CWP
1749
Concord Wealth Partners
Virginia
SO
1750
Sierra Ocean
California