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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 %
CP
751
Cumberland Partners
Ontario, Canada
$1.05M -$691K -4,750 -40%
ADMI
752
Albert D. Mason Inc
Massachusetts
$1.05M -$67.3K -463 -6%
LIM
753
Loudon Investment Management
New Hampshire
$1.05M +$43.6K +300 +4%
BFS
754
Bard Financial Services
Connecticut
$1.04M – – –
PCG
755
Prosperity Consulting Group
Maryland
$1.04M +$2.04K +14 +0.2%
PI
756
PFG Investments
New York
$1.04M +$182K +1,250 +21%
WFC
757
Western Financial Corp
California
$1.04M +$2.76K +19 +0.3%
HCM
758
Hall Capital Management
Rhode Island
$1.04M – – –
RL
759
Rogco LP
Oklahoma
$1.04M +$35.8K +246 +4%
MSA
760
MUFG Securities Americas
New York
$1.03M +$208K +1,432 +25%
ACG
761
Allen Capital Group
Nebraska
$1.03M -$9.6K -66 -0.9%
OAM
762
Oppenheimer Asset Management
New York
$1.03M -$74.3K -511 -7%
LIP
763
Lighthouse Investment Partners
Florida
$1.03M +$1.03M +7,075 New
BCM
764
Birch Capital Management
Texas
$1.03M – – –
LP
765
LMR Partners
United Kingdom
$1.03M -$62.7K -431 -6%
TRCT
766
Tower Research Capital (TRC)
New York
$1.03M -$48.6K -334 -5%
ACP
767
Aviance Capital Partners
Florida
$1.02M -$14.5K -100 -1%
HI
768
Horizon Investments
North Carolina
$1.02M +$102K +705 +11%
SWA
769
SFMG Wealth Advisors
Texas
$1.01M -$1.46K -10 -0.1%
KTC
770
Kentucky Trust Company
Kentucky
$1.01M -$11.6K -80 -1%
BJL
771
Brighton Jones LLC
Washington
$1.01M +$10.3K +71 +1%
CAU
772
Caxton Associates (UK)
$1M – – –
KCM
773
Kathmere Capital Management
Pennsylvania
$996K +$165K +1,137 +20%
CAM
774
Covenant Asset Management
New Jersey
$996K – – –
MP
775
Moment Partners
California
$991K +$8.73K +60 +0.9%
29 30
31
32 33