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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
MFGM
726
Marshall Financial Group (Maryland)
Maryland
$1.16M
VWM
727
Venturi Wealth Management
Texas
$1.15M
TCM
728
Tran Capital Management
California
$1.15M
GSEP
729
Golden State Equity Partners
California
$1.15M
ECA
730
Elevated Capital Advisors
Utah
$1.14M
MYAM
731
Meiji Yasuda Asset Management
Japan
$1.14M
BCM
732
Bridgeway Capital Management
Texas
$1.13M
VCA
733
Verdence Capital Advisors
Maryland
$1.13M
KIG
734
Kessler Investment Group
Indiana
$1.13M
SO
735
STRS Ohio
Ohio
$1.12M
AssetMark Inc
736
AssetMark Inc
California
$1.12M
AC
737
AlphaCore Capital
California
$1.11M
CSP
738
Cary Street Partners
Virginia
$1.11M
PAG
739
Powers Advisory Group
Illinois
$1.11M
ATC
740
Argent Trust Co
Tennessee
$1.11M
RT
741
Rockland Trust
Massachusetts
$1.11M
FAN
742
Financial Advisors Network
California
$1.11M
GAAM
743
Guinness Atkinson Asset Management
California
$1.11M
WC
744
Westerkirk Capital
$1.11M
CBT
745
Crews Bank & Trust
Florida
$1.1M
MC
746
Moors & Cabot
Massachusetts
$1.1M
BRM
747
Boston Research & Management
Massachusetts
$1.1M
MP
748
McDonald Partners
Ohio
$1.1M
BPA
749
Beacon Pointe Advisors
California
$1.1M
KFA
750
Kapstone Financial Advisors
Ohio
$1.09M