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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 %
WA
651
Waverly Advisors
Alabama
$1.48M -$31.4K -216 -2%
MAS
652
Meeder Advisory Services
Ohio
$1.48M +$102K +704 +7%
FNBT
653
FineMark National Bank & Trust
Florida
$1.47M +$482K +3,312 +49%
EWM
654
EPG Wealth Management
Georgia
$1.47M -$75.8K -521 -5%
PA
655
Procyon Advisors
Connecticut
$1.47M -$19.1K -131 -1%
VA
656
Valmark Advisers
Ohio
$1.47M -$23.4K -161 -2%
SC
657
Savant Capital
Illinois
$1.46M +$45.7K +314 +3%
IWA
658
IVC Wealth Advisors
Pennsylvania
$1.46M -$122K -838 -8%
Koshinski Asset Management
659
Koshinski Asset Management
Illinois
$1.45M +$130K +895 +10%
JFGIW
660
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.44M -$83.1K -571 -5%
Lido Advisors
661
Lido Advisors
California
$1.44M +$362K +2,490 +34%
AWS
662
Atria Wealth Solutions
New York
$1.42M -$3.38M -23,213 -70%
VIA
663
Virtus Investment Advisers
Connecticut
$1.41M +$6.11K +42 +0.4%
MOS
664
MGO One Seven
Ohio
$1.4M -$257K -1,767 -15%
Luther King Capital Management (LKCM)
665
Luther King Capital Management (LKCM)
Texas
$1.4M -$172K -1,183 -11%
BFS
666
Bradley Foster & Sargent
Connecticut
$1.4M +$17.9K +123 +1%
DF
667
Donoghue Forlines
Massachusetts
$1.39M -$68.4K -470 -5%
SAG
668
SageView Advisory Group
California
$1.38M +$6.14K +42 +0.4%
BSB
669
Bangor Savings Bank
Maine
$1.37M +$41.5K +285 +3%
NG
670
Novem Group
New York
$1.37M +$745K +5,125 +120%
DWA
671
Douglass Winthrop Advisors
New York
$1.36M – – –
JIM
672
Jensen Investment Management
Oregon
$1.36M -$74.2K -510 -5%
IC
673
IEQ Capital
California
$1.35M -$270K -1,854 -17%
S
674
SignatureFD
Georgia
$1.35M -$3.64K -25 -0.3%
AWM
675
Arista Wealth Management
Nevada
$1.35M +$1.35M +9,282 New
25 26
27
28 29