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Paychex

1,643 hedge funds and large institutions have $40.5B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 591 increasing their positions, 608 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-38
Holders Change %
-2.26%
% of All Funds
22.03%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.28%
New
109
Increased
591
Reduced
608
Closed
117
Calls
$315M
Puts
$319M
Net Calls
-$4.73M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
401
Thrivent Financial for Lutherans
Minnesota
$4.1M +$1.01M +6,971 +33%
AWM
402
Apollon Wealth Management
South Carolina
$4.08M -$126K -867 -3%
OPERF
403
Oregon Public Employees Retirement Fund
Oregon
$4.03M +$29.1K +200 +0.7%
JWM
404
JPL Wealth Management
Colorado
$4.01M +$40.1K +276 +1%
YIA
405
YHB Investment Advisors
Connecticut
$3.97M -$119K -815 -3%
WDA
406
Wendell David Associates
New Hampshire
$3.97M -$438K -3,012 -10%
FAP
407
Financial Advisory Partners
Florida
$3.94M -$120K -827 -3%
VAS
408
Vestmark Advisory Solutions
Massachusetts
$3.94M -$3.97M -27,289 -50%
CI
409
Ceera Investments
Texas
$3.93M -$22.5K -155 -0.6%
AV
410
ASR Vermogensbeheer
Netherlands
$3.92M +$247K +1,701 +7%
LTAS
411
Linden Thomas Advisory Services
North Carolina
$3.88M +$1.16M +7,998 +43%
PCM
412
Prana Capital Management
Connecticut
$3.87M +$3.87M +26,581 New
VIP
413
Vista Investment Partners
Oklahoma
$3.86M -$4.95K -34 -0.1%
WB
414
Webster Bank
Connecticut
$3.85M -$453K -3,113 -11%
JWM
415
Jackson Wealth Management
Florida
$3.85M +$33.3K +229 +0.9%
BFM
416
Boothbay Fund Management
New York
$3.83M -$437K -3,004 -10%
BI
417
Berkeley Inc
Idaho
$3.83M -$60.9K -419 -2%
PEAK6
418
PEAK6
Illinois
$3.81M +$3.81M +26,170 New
CC
419
Courier Capital
New York
$3.75M -$727 -5 -0%
MWM
420
Meridian Wealth Management
Kentucky
$3.75M -$2.91K -20 -0.1%
SAA
421
Southeast Asset Advisors
Georgia
$3.74M +$411K +2,828 +12%
CIA
422
Concurrent Investment Advisors
Florida
$3.69M +$407K +2,797 +12%
BDA
423
Borer Denton & Associates
Pennsylvania
$3.69M
KPWS
424
Kestra Private Wealth Services
Texas
$3.67M -$428K -2,941 -10%
IPW
425
Inlet Private Wealth
Florida
$3.66M