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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
FNA
751
First National Advisers
Nebraska
$1.08M
HIA
752
Harbor Investment Advisory
Maryland
$1.07M
GIP
753
Granite Investment Partners
California
$1.06M
SWM
754
Salvus Wealth Management
New Jersey
$1.05M
TIAA Trust, National Association
755
TIAA Trust, National Association
North Carolina
$1.05M
CP
756
Cumberland Partners
Ontario, Canada
$1.05M
ADMI
757
Albert D. Mason Inc
Massachusetts
$1.05M
LIM
758
Loudon Investment Management
New Hampshire
$1.05M
BFS
759
Bard Financial Services
Connecticut
$1.04M
PCG
760
Prosperity Consulting Group
Maryland
$1.04M
PI
761
PFG Investments
New York
$1.04M
WFC
762
Western Financial Corp
California
$1.04M
HCM
763
Hall Capital Management
Rhode Island
$1.04M
RL
764
Rogco LP
Oklahoma
$1.04M
MSA
765
MUFG Securities Americas
New York
$1.03M
ACG
766
Allen Capital Group
Nebraska
$1.03M
OAM
767
Oppenheimer Asset Management
New York
$1.03M
LIP
768
Lighthouse Investment Partners
Florida
$1.03M
BCM
769
Birch Capital Management
Texas
$1.03M
LP
770
LMR Partners
United Kingdom
$1.03M
TRCT
771
Tower Research Capital (TRC)
New York
$1.03M
ACP
772
Aviance Capital Partners
Florida
$1.02M
HI
773
Horizon Investments
North Carolina
$1.02M
SWA
774
SFMG Wealth Advisors
Texas
$1.01M
KTC
775
Kentucky Trust Company
Kentucky
$1.01M