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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
22.02%
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 %
TF
601
Tompkins Financial
New York
$1.76M +$15.6K +107 +0.9%
BP
602
Ballentine Partners
Massachusetts
$1.76M +$42.2K +290 +2%
PCM
603
Polymer Capital Management
New York
$1.75M +$1.75M +12,058 New
KIM
604
Kestra Investment Management
Texas
$1.75M +$923K +6,169 +111%
CIA
605
Capital Investment Advisors
Georgia
$1.75M +$57.9K +398 +3%
JSW
606
Journey Strategic Wealth
New Jersey
$1.74M +$123K +848 +8%
ATPW
607
Ashton Thomas Private Wealth
Arizona
$1.73M +$275K +1,890 +19%
AF
608
Allworth Financial
California
$1.71M +$224K +1,539 +15%
SWP
609
Stratos Wealth Partners
Ohio
$1.71M -$134K -923 -7%
CHJWM
610
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.71M -$24.2K -166 -1%
DAS
611
DMKC Advisory Services
Iowa
$1.7M +$1.22M +8,525 +253%
VT
612
Vise Technologies
New York
$1.7M +$1.7M +11,680 New
MGWM
613
Marks Group Wealth Management
Minnesota
$1.69M -$13.5K -93 -0.8%
JSSH
614
J. Safra Sarasin Holding
$1.69M -$1.59M -10,902 -48%
BBHC
615
Brown Brothers Harriman & Co
New York
$1.69M +$259K +1,779 +18%
CRI
616
Commonwealth Retirement Investments
Virginia
$1.68M -$65K -447 -4%
A
617
Allianz
Germany
$1.68M – – –
Acadian Asset Management
618
Acadian Asset Management
Massachusetts
$1.67M +$1.67M +11,497 New
BPWM
619
Badgley Phelps Wealth Managers
Washington
$1.67M +$7.71K +53 +0.5%
BBA
620
BLB&B Advisors
Pennsylvania
$1.67M -$54.8K -377 -3%
PWMAG
621
Pinnacle Wealth Management Advisory Group
New Jersey
$1.66M +$6.11K +42 +0.4%
AL
622
Aspiriant LLC
California
$1.64M -$3.49K -24 -0.2%
HWM
623
HB Wealth Management
Georgia
$1.64M -$346K -2,382 -17%
EF
624
Empirical Finance
Pennsylvania
$1.64M +$10.9K +75 +0.7%
HNB
625
Huntington National Bank
Ohio
$1.64M +$114K +787 +8%
23 24
25
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