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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
DFCM
601
Dark Forest Capital Management
Puerto Rico
$1.85M
DWM
602
Dakota Wealth Management
Florida
$1.83M
NICM
603
Neo Ivy Capital Management
New York
$1.81M
SAM
604
Shell Asset Management
Netherlands
$1.8M
TF
605
Tompkins Financial
New York
$1.76M
BP
606
Ballentine Partners
Massachusetts
$1.76M
PCM
607
Polymer Capital Management
New York
$1.75M
KIM
608
Kestra Investment Management
Texas
$1.75M
CIA
609
Capital Investment Advisors
Georgia
$1.75M
JSW
610
Journey Strategic Wealth
New Jersey
$1.74M
ATPW
611
Ashton Thomas Private Wealth
Arizona
$1.73M
AF
612
Allworth Financial
California
$1.71M
SWP
613
Stratos Wealth Partners
Ohio
$1.71M
CHJWM
614
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.71M
DAS
615
DMKC Advisory Services
Iowa
$1.7M
VT
616
Vise Technologies
New York
$1.7M
MGWM
617
Marks Group Wealth Management
Minnesota
$1.69M
JSSH
618
J. Safra Sarasin Holding
$1.69M
BBHC
619
Brown Brothers Harriman & Co
New York
$1.69M
CRI
620
Commonwealth Retirement Investments
Virginia
$1.68M
A
621
Allianz
Germany
$1.68M
Acadian Asset Management
622
Acadian Asset Management
Massachusetts
$1.67M
BPWM
623
Badgley Phelps Wealth Managers
Washington
$1.67M
BBA
624
BLB&B Advisors
Pennsylvania
$1.67M
PWMAG
625
Pinnacle Wealth Management Advisory Group
New Jersey
$1.66M