PAYX icon

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