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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 %
EAM
776
Empirical Asset Management
Massachusetts
$989K -$530K -3,642 -35%
GIP
777
Greatmark Investment Partners
Georgia
$986K – – –
Vontobel Holding
778
Vontobel Holding
Switzerland
$985K -$676K -4,645 -41%
PA
779
Prossimo Advisors
California
$984K – – –
BIAS
780
Beacon Investment Advisory Services
New Jersey
$980K -$2.91K -20 -0.3%
FAIM
781
Financial Advocates Investment Management
Washington
$979K -$446K -3,066 -31%
CSI
782
Cross Staff Investments
New York
$978K -$36.4K -250 -4%
AFG
783
Atomi Financial Group
New York
$960K +$214K +1,468 +29%
CSIC
784
Clifford Swan Investment Counsel
California
$960K -$10.8K -74 -1%
GWP
785
Gen-Wealth Partners
Michigan
$959K +$67.8K +466 +8%
FTWA
786
Fifth Third Wealth Advisors
Ohio
$959K +$25K +172 +3%
CCP
787
Cushing Capital Partners
Wisconsin
$954K +$3.93K +27 +0.4%
NDBT
788
North Dallas Bank & Trust
Texas
$951K +$951K +6,540 New
MSA
789
Marino Stram & Associates
Massachusetts
$951K +$1.31K +9 +0.1%
GT
790
Greenleaf Trust
Michigan
$948K -$91.1K -626 -9%
RFG
791
Range Financial Group
Oregon
$947K +$47.3K +325 +5%
BFA
792
Beacon Financial Advisory
Ohio
$947K +$3.35K +23 +0.4%
GWMR
793
GC Wealth Management RIA
Massachusetts
$936K +$936K +6,436 New
JC
794
JBGlobal.com
New York
$936K +$727 +5 +0.1%
EAM
795
Eventide Asset Management
Massachusetts
$933K +$423K +2,934 +83%
SBF
796
Sara-Bay Financial
Florida
$928K -$17.7K -122 -2%
AUB
797
Atlantic Union Bankshares
Virginia
$925K +$233K +1,601 +34%
MCP
798
Martin Capital Partners
Oregon
$922K +$577K +3,965 +167%
TFG
799
Taylor Financial Group
Virginia
$921K – – –
TFA
800
Transamerica Financial Advisors
Florida
$912K -$39K -268 -4%
30 31
32
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