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Paychex

1,592 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
1,592
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
JF
1301
Joule Financial
Kentucky
$214K
SFO
1302
Stokes Family Office
Louisiana
$213K
GLA
1303
Great Lakes Advisors
Illinois
$212K
DJSG
1304
D.J. St. Germain
Massachusetts
$212K
MWPCG
1305
Measured Wealth Private Client Group
New Hampshire
$212K
GIM
1306
Goelzer Investment Management
Indiana
$212K
FAM
1307
Formidable Asset Management
Ohio
$212K
NFW
1308
Noble Family Wealth
Florida
$211K
TFS
1309
Thoroughbred Financial Services
Tennessee
$211K
QWM
1310
Quaker Wealth Management
New Jersey
$209K
MMCM
1311
Murphy & Mullick Capital Management
New York
$209K
KWMG
1312
King Wealth Management Group
Florida
$207K
CAM
1313
Cidel Asset Management
Ontario, Canada
$207K
MSAM
1314
Moloney Securities Asset Management
Missouri
$207K
BTWM
1315
Brass Tax Wealth Management
Ohio
$207K
BONH
1316
Bank of New Hampshire
New Hampshire
$207K
MRP
1317
Measured Risk Portfolios
California
$205K
TF
1318
Trek Financial
Arizona
$204K
IAS
1319
Investment Advisory Services
Texas
$204K
DWM
1320
Destination Wealth Management
California
$203K
PP
1321
PDS Planning
Ohio
$203K
PWM
1322
Prentice Wealth Management
New York
$203K
HJGA
1323
Hardman Johnston Global Advisors
Connecticut
$203K
WAAG
1324
Wealth Alliance Advisory Group
Kansas
$203K
LWL
1325
Leo Wealth LLC
Texas
$202K