Paycom
PAYC
750 hedge funds and large institutions have $11.6B invested in Paycom in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 288 increasing their positions, 259 reducing their positions, and 69 closing their positions.
51% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 69
16% more capital inflows, than outflows
Capital inflows: $1.01B | Capital outflows: $873M
11% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 259
3% more funds holding
Funds holding: 728 → 750 (+22)
0.2% less ownership
Funds ownership: 87.17% → 86.97% (-0.2%)
18% less call options, than puts
Call options by funds: $115M | Put options by funds: $140M
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$65.7M |
| 2 |
Jennison Associates
New York
|
+$51.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.3M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$38.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$38.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$227M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$114M |
| 3 |
Polen Capital Management
Boca Raton,
Florida
|
-$47.7M |
| 4 |
JP Morgan Chase
New York
|
-$46.7M |
| 5 |
D.E. Shaw & Co
New York
|
-$32.6M |
PAYC Hedge Fund Activity: Q2 2025 in Review
750 of the 7,627 institutional investors tracked by Wall St. Rank reported a position in Paycom (PAYC) for Q2 2025, worth a combined $11.6B — up 6.7% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new PAYC positions and 69 closed out — a net gain of 35 holders — while 288 added to existing stakes and 259 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $65.7M. The largest seller was Harris Associates, cutting an estimated $227M.
- 750 institutional investors held Paycom (PAYC) as of Q2 2025, up from 728 in Q1 2025.
- Funds reported $11.6B of Paycom stock for Q2 2025, up 6.7% quarter-over-quarter.
- 104 funds opened new Paycom positions in Q2 2025 and 69 closed out, a net change of +35 holders.
- The largest Paycom buyer in Q2 2025 was Morgan Stanley, an estimated $65.7M added.
- The largest Paycom seller in Q2 2025 was Harris Associates, an estimated $227M sold.
Based on aggregated 13F filings for Q2 2025.