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Paychex

1,610 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, 516 increasing their positions, 668 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

23% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 668

45% less funds holding in top 10

Funds holding in top 10: 2212 (-10)

Holders
1,610
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
SOS
1301
Silver Oak Securities
Tennessee
$222K
BFAG
1302
Blackston Financial Advisory Group
Florida
$221K
BDL
1303
Bey-Douglas LLC
Georgia
$220K
AA
1304
Alta Advisers
United Kingdom
$219K
GM
1305
GeoWealth Management
Illinois
$217K
SAM
1306
Smithbridge Asset Management
Pennsylvania
$215K
PWPS
1307
Pinnacle Wealth Planning Services
Ohio
$215K
OCG
1308
Opus Capital Group
Ohio
$215K
JF
1309
Joule Financial
Kentucky
$214K
SFO
1310
Stokes Family Office
Louisiana
$213K
GLA
1311
Great Lakes Advisors
Illinois
$212K
DJSG
1312
D.J. St. Germain
Massachusetts
$212K
MWPCG
1313
Measured Wealth Private Client Group
New Hampshire
$212K
GIM
1314
Goelzer Investment Management
Indiana
$212K
FAM
1315
Formidable Asset Management
Ohio
$212K
NFW
1316
Noble Family Wealth
Florida
$211K
TFS
1317
Thoroughbred Financial Services
Tennessee
$211K
QWM
1318
Quaker Wealth Management
New Jersey
$209K
MMCM
1319
Murphy & Mullick Capital Management
New York
$209K
KWMG
1320
King Wealth Management Group
Florida
$207K
CAM
1321
Cidel Asset Management
Ontario, Canada
$207K
MSAM
1322
Moloney Securities Asset Management
Missouri
$207K
BTWM
1323
Brass Tax Wealth Management
Ohio
$207K
BONH
1324
Bank of New Hampshire
New Hampshire
$207K
MRP
1325
Measured Risk Portfolios
California
$205K