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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
Squarepoint
701
Squarepoint
New York
$1.25M
FCH
702
Freestone Capital Holdings
Washington
$1.25M
PPWM
703
Paragon Private Wealth Management
Kentucky
$1.24M
SWP
704
Sagespring Wealth Partners
Tennessee
$1.24M
MGP
705
M&G plc
United Kingdom
$1.24M
UPS
706
UHLMANN PRICE SECURITIES
Illinois
$1.23M
UAML
707
US Asset Management LLC
Pennsylvania
$1.22M
IAA
708
Independent Advisor Alliance
North Carolina
$1.22M
HNB
709
Hilltop National Bank
Wyoming
$1.21M
LCM
710
Leisure Capital Management
California
$1.2M
MCM
711
Maytus Capital Management
New York
$1.2M
IWM
712
IHT Wealth Management
Illinois
$1.2M
Walleye Capital
713
Walleye Capital
New York
$1.19M
TCA
714
Transcend Capital Advisors
New Jersey
$1.19M
CUAMC
715
China Universal Asset Management Company
China
$1.19M
LMKC
716
L.M. Kohn & Company
Ohio
$1.19M
RA
717
RFG Advisory
Alabama
$1.19M
AWM
718
Axxcess Wealth Management
California
$1.18M
SAM
719
S.A. Mason
Michigan
$1.18M
IA
720
IFP Advisors
Florida
$1.17M
SC
721
SouthState Corp
Florida
$1.17M
AMG
722
Asset Management Group
Connecticut
$1.17M
HBT
723
Hills Bank & Trust
Iowa
$1.17M
SDIC
724
South Dakota Investment Council
South Dakota
$1.17M
KTM
725
Keeler Thomas Management
Utah
$1.16M