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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 %
EFM
676
E Fund Management
China
$1.35M -$106K -730 -7%
DP
677
Dearborn Partners
Illinois
$1.33M +$173K +1,191 +15%
HSA
678
HBK Sorce Advisory
Pennsylvania
$1.33M -$28.8K -198 -2%
EWM
679
Evercore Wealth Management
New York
$1.31M -$7.27K -50 -0.6%
DAS
680
Diversify Advisory Services
Utah
$1.3M +$1.3M +9,648 New
MWM
681
MOKAN Wealth Management
Kansas
$1.3M +$87.9K +604 +7%
DWP
682
Daymark Wealth Partners
Ohio
$1.29M +$33.2K +228 +3%
PA
683
Parallel Advisors
California
$1.29M -$134K -922 -9%
GI
684
GAMMA Investing
California
$1.28M +$195K +1,342 +18%
HCM
685
Howard Capital Management
Georgia
$1.28M +$153K +1,053 +14%
Empower Advisory Group
686
Empower Advisory Group
Colorado
$1.28M -$32.6K -224 -2%
AG
687
Advocate Group
Minnesota
$1.27M -$10.6K -73 -0.8%
KRSITF
688
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.27M -$88.1K -606 -6%
ECM
689
Evergreen Capital Management
Washington
$1.27M +$284K +1,950 +29%
OKSA
690
O'Keefe Stevens Advisory
New York
$1.27M +$5.38K +37 +0.4%
ECAM
691
East Coast Asset Management
Massachusetts
$1.27M – – –
EFS
692
Essex Financial Services
Connecticut
$1.26M -$45.7K -314 -3%
PGFC
693
Peapack-Gladstone Financial Corp
New Jersey
$1.26M +$97.6K +671 +8%
CAG
694
Csenge Advisory Group
Florida
$1.26M -$37.1K -235 -3%
Squarepoint
695
Squarepoint
New York
$1.25M +$2.18K +15 +0.2%
FCH
696
Freestone Capital Holdings
Washington
$1.25M -$70.8K -487 -5%
PPWM
697
Paragon Private Wealth Management
Kentucky
$1.24M +$35.8K +246 +3%
SWP
698
Sagespring Wealth Partners
Tennessee
$1.24M -$1.46K -10 -0.1%
SQA
699
Simon Quick Advisors
New Jersey
$1.24M +$184K +1,264 +17%
MGP
700
M&G plc
United Kingdom
$1.24M -$884K -6,098 -42%
26 27
28
29 30