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Paychex

1,661 hedge funds and large institutions have $40.6B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 597 increasing their positions, 612 reducing their positions, and 119 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: 1,6901,661 (-29)

6% less capital invested

Capital invested by funds: $43.2B → $40.6B (-$2.62B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,661
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
MP
751
McDonald Partners
Ohio
$1.1M
BPA
752
Beacon Pointe Advisors
California
$1.1M
KFA
753
Kapstone Financial Advisors
Ohio
$1.09M
FNA
754
First National Advisers
Nebraska
$1.08M
HIA
755
Harbor Investment Advisory
Maryland
$1.07M
GIP
756
Granite Investment Partners
California
$1.06M
SWM
757
Salvus Wealth Management
New Jersey
$1.05M
TIAA Trust, National Association
758
TIAA Trust, National Association
North Carolina
$1.05M
CP
759
Cumberland Partners
Ontario, Canada
$1.05M
ADMI
760
Albert D. Mason Inc
Massachusetts
$1.05M
LIM
761
Loudon Investment Management
New Hampshire
$1.05M
BFS
762
Bard Financial Services
Connecticut
$1.04M
PCG
763
Prosperity Consulting Group
Maryland
$1.04M
PI
764
PFG Investments
New York
$1.04M
WFC
765
Western Financial Corp
California
$1.04M
HCM
766
Hall Capital Management
Rhode Island
$1.04M
RL
767
Rogco LP
Oklahoma
$1.04M
MSA
768
MUFG Securities Americas
New York
$1.03M
ACG
769
Allen Capital Group
Nebraska
$1.03M
OAM
770
Oppenheimer Asset Management
New York
$1.03M
LIP
771
Lighthouse Investment Partners
Florida
$1.03M
BCM
772
Birch Capital Management
Texas
$1.03M
LP
773
LMR Partners
United Kingdom
$1.03M
TRCT
774
Tower Research Capital (TRC)
New York
$1.03M
ACP
775
Aviance Capital Partners
Florida
$1.02M