PAYX icon

Paychex
PAYX

Overview Fund Activity

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

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$101M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$83.5M
3
Select Equity Group
Select Equity Group
New York
+$81M
4
UBS AM
UBS AM
Illinois
+$69.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$457M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$199M
3
Morgan Stanley
Morgan Stanley
New York
-$184M
4
UBS Group
UBS Group
Switzerland
-$74.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$73.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
451
CreativeOne Wealth
Kansas
$3.05M +$318K +2,184 +12%
FCBT
452
First Citizens Bank & Trust
North Carolina
$3.04M -$645K -4,434 -17%
WFMPM
453
Woodley Farra Manion Portfolio Management
Indiana
$3.02M +$17.6K +121 +0.6%
N
454
Natixis
France
$3.01M +$2.19M +15,085 +270%
KRS
455
Kentucky Retirement Systems
Kentucky
$3M -$196K -1,350 -6%
CAMG
456
CWA Asset Management Group
Florida
$2.99M -$15.3K -105 -0.5%
CWM
457
Congress Wealth Management
Massachusetts
$2.96M +$283K +1,945 +11%
TC
458
Trilogy Capital
California
$2.95M -$10.2K -70 -0.3%
CWM
459
Cordatus Wealth Management
Pennsylvania
$2.92M +$9.17K +63 +0.3%
WT
460
Whittier Trust
California
$2.9M -$53.4K -367 -2%
HAM
461
Harmony Asset Management
Arizona
$2.89M +$428K +2,941 +17%
OC
462
Oppenheimer & Co
New York
$2.89M -$38.5K -265 -1%
Verition Fund Management
463
Verition Fund Management
Connecticut
$2.88M +$1.84M +12,672 +178%
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$2.88M +$192K +1,322 +7%
CT
465
Coastline Trust
Rhode Island
$2.87M -$10.9K -75 -0.4%
LA
466
LVW Advisors
New York
$2.86M +$57.6K +396 +2%
GT
467
Glenview Trust
Kentucky
$2.84M +$23.1K +159 +0.8%
AM
468
AGF Management
Ontario, Canada
$2.81M +$196K +1,347 +7%
HIMCH
469
Hartford Investment Management Co (HIMCO)
Connecticut
$2.81M -$41.3K -284 -1%
SYBT
470
Stock Yards Bank & Trust
Kentucky
$2.8M -$33.2K -228 -1%
KIA
471
Knollwood Investment Advisory
Maryland
$2.78M – – –
LF
472
Lantz Financial
Illinois
$2.78M -$156K -1,071 -5%
Wealthfront Advisers
473
Wealthfront Advisers
California
$2.77M -$536K -3,687 -16%
TYCC
474
Texas Yale Capital Corp
Florida
$2.77M – – –
MPPLM
475
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.76M +$263K +1,806 +11%
17 18
19
20 21