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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
TMAM
651
Tokio Marine Asset Management
Japan
$1.5M
NMIMC
652
Northwestern Mutual Investment Management Company
Wisconsin
$1.49M
PFP
653
Pinnacle Financial Partners
Tennessee
$1.49M
PP
654
Prudential plc
United Kingdom
$1.48M
HFM
655
Hartford Financial Management
Connecticut
$1.48M
WA
656
Waverly Advisors
Alabama
$1.48M
MAS
657
Meeder Advisory Services
Ohio
$1.48M
FNBT
658
FineMark National Bank & Trust
Florida
$1.47M
EWM
659
EPG Wealth Management
Georgia
$1.47M
PA
660
Procyon Advisors
Connecticut
$1.47M
VA
661
Valmark Advisers
Ohio
$1.47M
SC
662
Savant Capital
Illinois
$1.46M
IWA
663
IVC Wealth Advisors
Pennsylvania
$1.46M
Koshinski Asset Management
664
Koshinski Asset Management
Illinois
$1.45M
JFGIW
665
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.44M
Lido Advisors
666
Lido Advisors
California
$1.44M
AWS
667
Atria Wealth Solutions
New York
$1.42M
VIA
668
Virtus Investment Advisers
Connecticut
$1.41M
MOS
669
MGO One Seven
Ohio
$1.4M
Luther King Capital Management (LKCM)
670
Luther King Capital Management (LKCM)
Texas
$1.4M
BFS
671
Bradley Foster & Sargent
Connecticut
$1.4M
DF
672
Donoghue Forlines
Massachusetts
$1.39M
SAG
673
SageView Advisory Group
California
$1.38M
BSB
674
Bangor Savings Bank
Maine
$1.37M
NG
675
Novem Group
New York
$1.37M