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Paychex

1,591 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, 512 increasing their positions, 657 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

22% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 657

50% less funds holding in top 10

Funds holding in top 10: 2211 (-11)

Holders
1,591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
OWA
1726
Opal Wealth Advisors
New York
BCMLT
1727
Beacon Capital Management LLC (Tennessee)
Tennessee
ACM
1728
Aster Capital Management
United Arab Emirates
CWM
1729
CarsonAllaria Wealth Management
Illinois
MWM
1730
MorganRosel Wealth Management
Colorado
T
1731
Transce3nd
Texas
NC
1732
NewSquare Capital
Pennsylvania
WOC
1733
West Oak Capital
California
TPWA
1734
Twin Peaks Wealth Advisors
California
SC
1735
Stephens Consulting
Michigan
SGC
1736
Slocum, Gordon & Co
Rhode Island
PSFG
1737
Park Square Financial Group
Georgia
CWP
1738
Concord Wealth Partners
Virginia
SO
1739
Sierra Ocean
California
KWM
1740
Kiker Wealth Management
Georgia
JFA
1741
JNBA Financial Advisors
Minnesota
EWM
1742
Evolution Wealth Management
Florida
OW
1743
Olistico Wealth
Oklahoma
WCM
1744
WealthTrak Capital Management
Virginia
AS
1745
Altshuler Shaham
Israel
GC
1746
GFG Capital
Florida
LAM
1747
Lummis Asset Management
Texas
PP
1748
Pacifica Partners
Canada
YP
1749
YANKCOM Partnership
South Dakota
TIM
1750
Total Investment Management
Arizona