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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
AL
626
Aspiriant LLC
California
$1.64M
HWM
627
HB Wealth Management
Georgia
$1.64M
EF
628
Empirical Finance
Pennsylvania
$1.64M
HNB
629
Huntington National Bank
Ohio
$1.64M
NWMG
630
Nicholson Wealth Management Group
South Carolina
$1.64M
RIM
631
Redwood Investment Management
Arizona
$1.63M
BWG
632
Boomfish Wealth Group
Georgia
$1.62M
FC
633
Forte Capital
New York
$1.62M
AFS
634
Access Financial Services
Minnesota
$1.59M
CIC
635
Carnegie Investment Counsel
Ohio
$1.59M
SF
636
Summit Financial
New Jersey
$1.58M
CCM
637
Coldstream Capital Management
Washington
$1.58M
CP
638
Covenant Partners
Tennessee
$1.57M
IBOK
639
Independence Bank of Kentucky
Kentucky
$1.57M
HR
640
Howe & Rusling
New York
$1.56M
FCCM
641
First City Capital Management
Georgia
$1.56M
GCM
642
Greenland Capital Management
New York
$1.56M
FFA
643
Farther Finance Advisors
California
$1.55M
KNW
644
Kesler Norman & Wride
Utah
$1.53M
OIA
645
OneDigital Investment Advisors
Kansas
$1.53M
SVWAG
646
Sound View Wealth Advisors Group
Georgia
$1.53M
GSB
647
Greenfield Savings Bank
Massachusetts
$1.53M
CFO
648
Callan Family Office
Pennsylvania
$1.52M
PPA
649
Pacific Point Advisors
California
$1.52M
CAM
650
Cresset Asset Management
Illinois
$1.52M