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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
NAAA
451
New Age Alpha Advisors
New York
$3.14M
PA
452
Pinnacle Associates
New York
$3.12M
HFM
453
Harvest Fund Management
China
$3.1M
CW
454
CreativeOne Wealth
Kansas
$3.05M
FCBT
455
First Citizens Bank & Trust
North Carolina
$3.04M
WFMPM
456
Woodley Farra Manion Portfolio Management
Indiana
$3.02M
N
457
Natixis
France
$3.01M
KRS
458
Kentucky Retirement Systems
Kentucky
$3M
CAMG
459
CWA Asset Management Group
Florida
$2.99M
CWM
460
Congress Wealth Management
Massachusetts
$2.96M
TC
461
Trilogy Capital
California
$2.95M
CWM
462
Cordatus Wealth Management
Pennsylvania
$2.92M
WT
463
Whittier Trust
California
$2.9M
HAM
464
Harmony Asset Management
Arizona
$2.89M
OC
465
Oppenheimer & Co
New York
$2.89M
Verition Fund Management
466
Verition Fund Management
Connecticut
$2.88M
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$2.88M
CT
468
Coastline Trust
Rhode Island
$2.87M
LA
469
LVW Advisors
New York
$2.86M
GT
470
Glenview Trust
Kentucky
$2.84M
AM
471
AGF Management
Ontario, Canada
$2.81M
HIMCH
472
Hartford Investment Management Co (HIMCO)
Connecticut
$2.81M
SYBT
473
Stock Yards Bank & Trust
Kentucky
$2.8M
KIA
474
Knollwood Investment Advisory
Maryland
$2.78M
LF
475
Lantz Financial
Illinois
$2.78M