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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 %
PAM
576
Palisade Asset Management
Minnesota
$1.98M -$105K -725 -5%
WT
577
Washington Trust
Rhode Island
$1.97M -$31K -213 -2%
STA
578
Summit Trail Advisors
New York
$1.95M +$1.95M +13,420 New
WS
579
Wedbush Securities
California
$1.95M +$125K +861 +7%
MCM
580
MAI Capital Management
Ohio
$1.93M +$16.3K +112 +0.8%
AIM
581
Anchor Investment Management
South Carolina
$1.93M -$9.31K -64 -0.5%
TSS
582
Thomas Story & Son
Indiana
$1.93M – – –
CA
583
Cornerstone Advisors
North Carolina
$1.92M – – –
LWP
584
LMG Wealth Partners
Louisiana
$1.92M +$97K +667 +5%
IWA
585
Icon Wealth Advisors
Texas
$1.91M -$27.3K -188 -1%
IWC
586
Integrated Wealth Concepts
Massachusetts
$1.91M +$643K +4,422 +51%
CA
587
Commerzbank Aktiengesellschaft
Germany
$1.9M +$82.5K +567 +5%
BAAM
588
Baker Avenue Asset Management
California
$1.88M +$189K +1,300 +11%
ALMGDA
589
AG2R La Mondiale Gestion d'Actifs
France
$1.88M +$36.2K +249 +2%
SCA
590
Snowden Capital Advisors
New York
$1.88M -$41.7K -287 -2%
AP
591
Atwood & Palmer
Missouri
$1.87M – – –
FFA
592
Fragasso Financial Advisors
Pennsylvania
$1.87M -$157K -1,078 -8%
LF
593
Lee Financial
Texas
$1.86M +$30.7K +211 +2%
CM
594
Columbus Macro
Pennsylvania
$1.86M +$9.89K +68 +0.5%
WANY
595
Wealthspire Advisors (New York)
New York
$1.85M +$25.7K +177 +1%
EF
596
Exeter Financial
Arizona
$1.85M +$24.1K +166 +1%
DFCM
597
Dark Forest Capital Management
Puerto Rico
$1.85M +$1.85M +12,690 New
DWM
598
Dakota Wealth Management
Florida
$1.83M -$30K -206 -2%
NICM
599
Neo Ivy Capital Management
New York
$1.81M +$1.31M +9,009 +265%
SAM
600
Shell Asset Management
Netherlands
$1.8M +$748K +5,144 +71%
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