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Paychex

1,599 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
1,599
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
GM
1301
GeoWealth Management
Illinois
$217K
SAM
1302
Smithbridge Asset Management
Pennsylvania
$215K
PWPS
1303
Pinnacle Wealth Planning Services
Ohio
$215K
OCG
1304
Opus Capital Group
Ohio
$215K
JF
1305
Joule Financial
Kentucky
$214K
SFO
1306
Stokes Family Office
Louisiana
$213K
GLA
1307
Great Lakes Advisors
Illinois
$212K
DJSG
1308
D.J. St. Germain
Massachusetts
$212K
MWPCG
1309
Measured Wealth Private Client Group
New Hampshire
$212K
GIM
1310
Goelzer Investment Management
Indiana
$212K
FAM
1311
Formidable Asset Management
Ohio
$212K
NFW
1312
Noble Family Wealth
Florida
$211K
TFS
1313
Thoroughbred Financial Services
Tennessee
$211K
QWM
1314
Quaker Wealth Management
New Jersey
$209K
MMCM
1315
Murphy & Mullick Capital Management
New York
$209K
KWMG
1316
King Wealth Management Group
Florida
$207K
CAM
1317
Cidel Asset Management
Ontario, Canada
$207K
MSAM
1318
Moloney Securities Asset Management
Missouri
$207K
BTWM
1319
Brass Tax Wealth Management
Ohio
$207K
BONH
1320
Bank of New Hampshire
New Hampshire
$207K
MRP
1321
Measured Risk Portfolios
California
$205K
TF
1322
Trek Financial
Arizona
$204K
IAS
1323
Investment Advisory Services
Texas
$204K
DWM
1324
Destination Wealth Management
California
$203K
PP
1325
PDS Planning
Ohio
$203K