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Paychex

1,655 hedge funds and large institutions have $40.5B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 594 increasing their positions, 611 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

2% less funds holding

Funds holding: 1,6831,655 (-28)

6% less capital invested

Capital invested by funds: $43.1B → $40.5B (-$2.64B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,655
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$315M
Puts
$319M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
401
Royal Fund Management
Florida
$4.12M
Thrivent Financial for Lutherans
402
Thrivent Financial for Lutherans
Minnesota
$4.09M
AWM
403
Apollon Wealth Management
South Carolina
$4.08M
OPERF
404
Oregon Public Employees Retirement Fund
Oregon
$4.03M
JWM
405
JPL Wealth Management
Colorado
$4.01M
YIA
406
YHB Investment Advisors
Connecticut
$3.97M
WDA
407
Wendell David Associates
New Hampshire
$3.97M
FAP
408
Financial Advisory Partners
Florida
$3.94M
VAS
409
Vestmark Advisory Solutions
Massachusetts
$3.94M
CI
410
Ceera Investments
Texas
$3.93M
AV
411
ASR Vermogensbeheer
Netherlands
$3.92M
LTAS
412
Linden Thomas Advisory Services
North Carolina
$3.88M
PCM
413
Prana Capital Management
Connecticut
$3.87M
VIP
414
Vista Investment Partners
Oklahoma
$3.86M
WB
415
Webster Bank
Connecticut
$3.85M
JWM
416
Jackson Wealth Management
Florida
$3.85M
BFM
417
Boothbay Fund Management
New York
$3.83M
BI
418
Berkeley Inc
Idaho
$3.83M
PEAK6
419
PEAK6
Illinois
$3.81M
CC
420
Courier Capital
New York
$3.75M
MWM
421
Meridian Wealth Management
Kentucky
$3.75M
SAA
422
Southeast Asset Advisors
Georgia
$3.74M
CIA
423
Concurrent Investment Advisors
Florida
$3.69M
BDA
424
Borer Denton & Associates
Pennsylvania
$3.69M
KPWS
425
Kestra Private Wealth Services
Texas
$3.67M