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Paychex

1,661 hedge funds and large institutions have $40.6B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 597 increasing their positions, 612 reducing their positions, and 119 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: 1,6901,661 (-29)

6% less capital invested

Capital invested by funds: $43.2B → $40.6B (-$2.62B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,661
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
AAS
401
Avantax Advisory Services
Texas
$4.24M
PMWMG
402
Parr McKnight Wealth Management Group
Minnesota
$4.23M
BMSSC
403
B. Metzler seel. Sohn & Co
Germany
$4.19M
Federated Hermes
404
Federated Hermes
Pennsylvania
$4.16M
RFM
405
Royal Fund Management
Florida
$4.12M
Thrivent Financial for Lutherans
406
Thrivent Financial for Lutherans
Minnesota
$4.09M
AWM
407
Apollon Wealth Management
South Carolina
$4.08M
OPERF
408
Oregon Public Employees Retirement Fund
Oregon
$4.03M
JWM
409
JPL Wealth Management
Colorado
$4.01M
YIA
410
YHB Investment Advisors
Connecticut
$3.97M
WDA
411
Wendell David Associates
New Hampshire
$3.97M
FAP
412
Financial Advisory Partners
Florida
$3.94M
VAS
413
Vestmark Advisory Solutions
Massachusetts
$3.94M
CI
414
Ceera Investments
Texas
$3.93M
AV
415
ASR Vermogensbeheer
Netherlands
$3.92M
LTAS
416
Linden Thomas Advisory Services
North Carolina
$3.88M
PCM
417
Prana Capital Management
Connecticut
$3.87M
VIP
418
Vista Investment Partners
Oklahoma
$3.86M
WB
419
Webster Bank
Connecticut
$3.85M
JWM
420
Jackson Wealth Management
Florida
$3.85M
BFM
421
Boothbay Fund Management
New York
$3.83M
BI
422
Berkeley Inc
Idaho
$3.83M
PEAK6
423
PEAK6
Illinois
$3.81M
CC
424
Courier Capital
New York
$3.75M
MWM
425
Meridian Wealth Management
Kentucky
$3.75M