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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
RCIM
451
Red Cedar Investment Management
Michigan
$3.24M
MSU
452
Mizuho Securities USA
New York
$3.22M
RCA
453
Ranch Capital Advisors
Florida
$3.19M
CAM
454
Cozad Asset Management
Illinois
$3.18M
NAAA
455
New Age Alpha Advisors
New York
$3.14M
PA
456
Pinnacle Associates
New York
$3.12M
HFM
457
Harvest Fund Management
China
$3.1M
CW
458
CreativeOne Wealth
Kansas
$3.05M
FCBT
459
First Citizens Bank & Trust
North Carolina
$3.04M
WFMPM
460
Woodley Farra Manion Portfolio Management
Indiana
$3.02M
N
461
Natixis
France
$3.01M
KRS
462
Kentucky Retirement Systems
Kentucky
$3M
CAMG
463
CWA Asset Management Group
Florida
$2.99M
CWM
464
Congress Wealth Management
Massachusetts
$2.96M
TC
465
Trilogy Capital
California
$2.95M
CWM
466
Cordatus Wealth Management
Pennsylvania
$2.92M
WT
467
Whittier Trust
California
$2.9M
HAM
468
Harmony Asset Management
Arizona
$2.89M
OC
469
Oppenheimer & Co
New York
$2.89M
Verition Fund Management
470
Verition Fund Management
Connecticut
$2.88M
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$2.88M
CT
472
Coastline Trust
Rhode Island
$2.87M
LA
473
LVW Advisors
New York
$2.86M
GT
474
Glenview Trust
Kentucky
$2.84M
AM
475
AGF Management
Ontario, Canada
$2.81M