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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
HI
776
Horizon Investments
North Carolina
$1.02M
SWA
777
SFMG Wealth Advisors
Texas
$1.01M
KTC
778
Kentucky Trust Company
Kentucky
$1.01M
BJL
779
Brighton Jones LLC
Washington
$1.01M
HPC
780
HM Payson & Co
Maine
$1.01M
CAU
781
Caxton Associates (UK)
$1M
KCM
782
Kathmere Capital Management
Pennsylvania
$996K
CAM
783
Covenant Asset Management
New Jersey
$996K
MP
784
Moment Partners
California
$991K
EAM
785
Empirical Asset Management
Massachusetts
$989K
GIP
786
Greatmark Investment Partners
Georgia
$986K
Vontobel Holding
787
Vontobel Holding
Switzerland
$985K
PA
788
Prossimo Advisors
California
$984K
BIAS
789
Beacon Investment Advisory Services
New Jersey
$980K
FAIM
790
Financial Advocates Investment Management
Washington
$979K
CSI
791
Cross Staff Investments
New York
$978K
AFG
792
Atomi Financial Group
New York
$960K
CSIC
793
Clifford Swan Investment Counsel
California
$960K
GWP
794
Gen-Wealth Partners
Michigan
$959K
FTWA
795
Fifth Third Wealth Advisors
Ohio
$959K
CCP
796
Cushing Capital Partners
Wisconsin
$954K
NDBT
797
North Dallas Bank & Trust
Texas
$951K
MSA
798
Marino Stram & Associates
Massachusetts
$951K
GT
799
Greenleaf Trust
Michigan
$948K
RFG
800
Range Financial Group
Oregon
$947K