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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
GSB
651
Greenfield Savings Bank
Massachusetts
$1.53M
CFO
652
Callan Family Office
Pennsylvania
$1.52M
PPA
653
Pacific Point Advisors
California
$1.52M
TMAM
654
Tokio Marine Asset Management
Japan
$1.5M
NMIMC
655
Northwestern Mutual Investment Management Company
Wisconsin
$1.49M
PFP
656
Pinnacle Financial Partners
Tennessee
$1.49M
PP
657
Prudential plc
United Kingdom
$1.48M
HFM
658
Hartford Financial Management
Connecticut
$1.48M
WA
659
Waverly Advisors
Alabama
$1.48M
MAS
660
Meeder Advisory Services
Ohio
$1.48M
FNBT
661
FineMark National Bank & Trust
Florida
$1.47M
EWM
662
EPG Wealth Management
Georgia
$1.47M
PA
663
Procyon Advisors
Connecticut
$1.47M
VA
664
Valmark Advisers
Ohio
$1.47M
SC
665
Savant Capital
Illinois
$1.46M
IWA
666
IVC Wealth Advisors
Pennsylvania
$1.46M
Koshinski Asset Management
667
Koshinski Asset Management
Illinois
$1.45M
JFGIW
668
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.44M
Lido Advisors
669
Lido Advisors
California
$1.44M
AWS
670
Atria Wealth Solutions
New York
$1.42M
VIA
671
Virtus Investment Advisers
Connecticut
$1.41M
MOS
672
MGO One Seven
Ohio
$1.4M
Luther King Capital Management (LKCM)
673
Luther King Capital Management (LKCM)
Texas
$1.4M
BFS
674
Bradley Foster & Sargent
Connecticut
$1.4M
DF
675
Donoghue Forlines
Massachusetts
$1.39M