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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 %
NWMG
626
Nicholson Wealth Management Group
South Carolina
$1.64M +$20.1K +138 +1%
RIM
627
Redwood Investment Management
Arizona
$1.63M -$13.7K -94 -0.8%
BWG
628
Boomfish Wealth Group
Georgia
$1.62M +$70.3K +483 +5%
FC
629
Forte Capital
New York
$1.62M +$69.8K +480 +5%
AFS
630
Access Financial Services
Minnesota
$1.59M +$14.8K +102 +0.9%
CIC
631
Carnegie Investment Counsel
Ohio
$1.59M -$194K -1,336 -11%
SF
632
Summit Financial
New Jersey
$1.58M +$617K +4,240 +64%
CCM
633
Coldstream Capital Management
Washington
$1.58M +$35.5K +244 +2%
CP
634
Covenant Partners
Tennessee
$1.57M – – –
IBOK
635
Independence Bank of Kentucky
Kentucky
$1.57M -$25.5K -175 -2%
HR
636
Howe & Rusling
New York
$1.56M -$130K -895 -8%
FCCM
637
First City Capital Management
Georgia
$1.56M – – –
GCM
638
Greenland Capital Management
New York
$1.56M +$1.56M +10,709 New
FFA
639
Farther Finance Advisors
California
$1.55M -$197K -1,355 -11%
KNW
640
Kesler Norman & Wride
Utah
$1.53M -$13.7K -94 -0.9%
OIA
641
OneDigital Investment Advisors
Kansas
$1.53M -$190K -1,308 -11%
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$1.53M -$17K -117 -1%
GSB
643
Greenfield Savings Bank
Massachusetts
$1.53M -$13.4K -92 -0.9%
CFO
644
Callan Family Office
Pennsylvania
$1.52M +$831K +5,715 +120%
PPA
645
Pacific Point Advisors
California
$1.52M +$76.2K +524 +5%
CAM
646
Cresset Asset Management
Illinois
$1.52M -$6.26K -43 -0.4%
TMAM
647
Tokio Marine Asset Management
Japan
$1.5M -$12.4M -85,576 -89%
NMIMC
648
Northwestern Mutual Investment Management Company
Wisconsin
$1.49M +$5.09K +35 +0.3%
PP
649
Prudential plc
United Kingdom
$1.48M +$797K +5,476 +116%
HFM
650
Hartford Financial Management
Connecticut
$1.48M -$56.3K -387 -4%
24 25
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