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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 %
UPS
701
UHLMANN PRICE SECURITIES
Illinois
$1.23M -$453K -3,112 -27%
UAML
702
US Asset Management LLC
Pennsylvania
$1.22M – – –
IAA
703
Independent Advisor Alliance
North Carolina
$1.22M -$206K -1,413 -14%
HNB
704
Hilltop National Bank
Wyoming
$1.21M +$1.21M +8,323 New
LCM
705
Leisure Capital Management
California
$1.2M -$3.35K -23 -0.3%
MCM
706
Maytus Capital Management
New York
$1.2M -$2.6M -17,867 -68%
IWM
707
IHT Wealth Management
Illinois
$1.2M -$46K -316 -4%
Walleye Capital
708
Walleye Capital
New York
$1.19M +$1.19M +8,209 New
TCA
709
Transcend Capital Advisors
New Jersey
$1.19M +$892K +6,129 +296%
CUAMC
710
China Universal Asset Management Company
China
$1.19M -$104K -715 -8%
LMKC
711
L.M. Kohn & Company
Ohio
$1.19M -$7.13K -49 -0.6%
RA
712
RFG Advisory
Alabama
$1.19M -$98K -674 -8%
AWM
713
Axxcess Wealth Management
California
$1.18M -$260K -1,789 -18%
SAM
714
S.A. Mason
Michigan
$1.18M -$13.2K -91 -1%
IA
715
IFP Advisors
Florida
$1.17M -$24K -141 -2%
SC
716
SouthState Corp
Florida
$1.17M -$171K -1,175 -13%
AMG
717
Asset Management Group
Connecticut
$1.17M +$7.42K +51 +0.6%
HBT
718
Hills Bank & Trust
Iowa
$1.17M -$56.7K -390 -5%
SDIC
719
South Dakota Investment Council
South Dakota
$1.17M -$233K -1,600 -17%
KTM
720
Keeler Thomas Management
Utah
$1.16M +$1.16M +7,996 New
MFGM
721
Marshall Financial Group (Maryland)
Maryland
$1.16M +$788K +5,408 +212%
VWM
722
Venturi Wealth Management
Texas
$1.15M -$16.3K -112 -1%
TCM
723
Tran Capital Management
California
$1.15M – – –
GSEP
724
Golden State Equity Partners
California
$1.15M +$36.9K +254 +3%
ECA
725
Elevated Capital Advisors
Utah
$1.14M – – –
27 28
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