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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
Jones Financial Companies
576
Jones Financial Companies
Missouri
$2.01M
WIA
577
World Investment Advisors
California
$2M
CPIG
578
Chicago Partners Investment Group
Illinois
$2M
CPC
579
CFC Planning Company
Indiana
$1.99M
PAM
580
Palisade Asset Management
Minnesota
$1.98M
WT
581
Washington Trust
Rhode Island
$1.97M
STA
582
Summit Trail Advisors
New York
$1.95M
WS
583
Wedbush Securities
California
$1.95M
MCM
584
MAI Capital Management
Ohio
$1.93M
AIM
585
Anchor Investment Management
South Carolina
$1.93M
TSS
586
Thomas Story & Son
Indiana
$1.93M
CA
587
Cornerstone Advisors
North Carolina
$1.92M
LWP
588
LMG Wealth Partners
Louisiana
$1.92M
IWA
589
Icon Wealth Advisors
Texas
$1.91M
IWC
590
Integrated Wealth Concepts
Massachusetts
$1.91M
CA
591
Commerzbank Aktiengesellschaft
Germany
$1.9M
BAAM
592
Baker Avenue Asset Management
California
$1.88M
ALMGDA
593
AG2R La Mondiale Gestion d'Actifs
France
$1.88M
SCA
594
Snowden Capital Advisors
New York
$1.88M
AP
595
Atwood & Palmer
Missouri
$1.87M
FFA
596
Fragasso Financial Advisors
Pennsylvania
$1.87M
LF
597
Lee Financial
Texas
$1.86M
CM
598
Columbus Macro
Pennsylvania
$1.86M
WANY
599
Wealthspire Advisors (New York)
New York
$1.85M
EF
600
Exeter Financial
Arizona
$1.85M