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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
Acadian Asset Management
626
Acadian Asset Management
Massachusetts
$1.67M
BPWM
627
Badgley Phelps Wealth Managers
Washington
$1.67M
BBA
628
BLB&B Advisors
Pennsylvania
$1.67M
PWMAG
629
Pinnacle Wealth Management Advisory Group
New Jersey
$1.66M
AL
630
Aspiriant LLC
California
$1.64M
HWM
631
HB Wealth Management
Georgia
$1.64M
EF
632
Empirical Finance
Pennsylvania
$1.64M
HNB
633
Huntington National Bank
Ohio
$1.64M
NWMG
634
Nicholson Wealth Management Group
South Carolina
$1.64M
RIM
635
Redwood Investment Management
Arizona
$1.63M
BWG
636
Boomfish Wealth Group
Georgia
$1.62M
FC
637
Forte Capital
New York
$1.62M
AFS
638
Access Financial Services
Minnesota
$1.59M
CIC
639
Carnegie Investment Counsel
Ohio
$1.59M
SF
640
Summit Financial
New Jersey
$1.58M
CCM
641
Coldstream Capital Management
Washington
$1.58M
CP
642
Covenant Partners
Tennessee
$1.57M
IBOK
643
Independence Bank of Kentucky
Kentucky
$1.57M
HR
644
Howe & Rusling
New York
$1.56M
FCCM
645
First City Capital Management
Georgia
$1.56M
GCM
646
Greenland Capital Management
New York
$1.56M
FFA
647
Farther Finance Advisors
California
$1.55M
KNW
648
Kesler Norman & Wride
Utah
$1.53M
OIA
649
OneDigital Investment Advisors
Kansas
$1.53M
SVWAG
650
Sound View Wealth Advisors Group
Georgia
$1.53M