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Paychex

1,661 hedge funds and large institutions have $40.6B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 597 increasing their positions, 612 reducing their positions, and 119 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: 1,6901,661 (-29)

6% less capital invested

Capital invested by funds: $43.2B → $40.6B (-$2.62B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,661
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
LF
601
Lee Financial
Texas
$1.86M
CM
602
Columbus Macro
Pennsylvania
$1.86M
WANY
603
Wealthspire Advisors (New York)
New York
$1.85M
EF
604
Exeter Financial
Arizona
$1.85M
DFCM
605
Dark Forest Capital Management
Puerto Rico
$1.85M
DWM
606
Dakota Wealth Management
Florida
$1.83M
NICM
607
Neo Ivy Capital Management
New York
$1.81M
SAM
608
Shell Asset Management
Netherlands
$1.8M
TF
609
Tompkins Financial
New York
$1.76M
BP
610
Ballentine Partners
Massachusetts
$1.76M
PCM
611
Polymer Capital Management
New York
$1.75M
KIM
612
Kestra Investment Management
Texas
$1.75M
CIA
613
Capital Investment Advisors
Georgia
$1.75M
JSW
614
Journey Strategic Wealth
New Jersey
$1.74M
ATPW
615
Ashton Thomas Private Wealth
Arizona
$1.73M
AF
616
Allworth Financial
California
$1.71M
SWP
617
Stratos Wealth Partners
Ohio
$1.71M
CHJWM
618
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.71M
DAS
619
DMKC Advisory Services
Iowa
$1.7M
VT
620
Vise Technologies
New York
$1.7M
MGWM
621
Marks Group Wealth Management
Minnesota
$1.69M
JSSH
622
J. Safra Sarasin Holding
$1.69M
BBHC
623
Brown Brothers Harriman & Co
New York
$1.69M
CRI
624
Commonwealth Retirement Investments
Virginia
$1.68M
A
625
Allianz
Germany
$1.68M