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Paychex
PAYX

Overview Fund Activity

1,644 hedge funds and large institutions have $40.5B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 591 increasing their positions, 608 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-37
Holders Change %
-2.2%
% of All Funds
22.03%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.28%
New
110
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 %
MP
776
Moment Partners
California
$991K +$8.73K +60 +0.9%
EAM
777
Empirical Asset Management
Massachusetts
$989K -$530K -3,642 -35%
GIP
778
Greatmark Investment Partners
Georgia
$986K – – –
Vontobel Holding
779
Vontobel Holding
Switzerland
$985K -$676K -4,645 -41%
PA
780
Prossimo Advisors
California
$984K – – –
BIAS
781
Beacon Investment Advisory Services
New Jersey
$980K -$2.91K -20 -0.3%
FAIM
782
Financial Advocates Investment Management
Washington
$979K -$446K -3,066 -31%
CSI
783
Cross Staff Investments
New York
$978K -$36.4K -250 -4%
AFG
784
Atomi Financial Group
New York
$960K +$214K +1,468 +29%
CSIC
785
Clifford Swan Investment Counsel
California
$960K -$10.8K -74 -1%
GWP
786
Gen-Wealth Partners
Michigan
$959K +$67.8K +466 +8%
FTWA
787
Fifth Third Wealth Advisors
Ohio
$959K +$25K +172 +3%
CCP
788
Cushing Capital Partners
Wisconsin
$954K +$3.93K +27 +0.4%
NDBT
789
North Dallas Bank & Trust
Texas
$951K +$951K +6,540 New
MSA
790
Marino Stram & Associates
Massachusetts
$951K +$1.31K +9 +0.1%
GT
791
Greenleaf Trust
Michigan
$948K -$91.1K -626 -9%
RFG
792
Range Financial Group
Oregon
$947K +$47.3K +325 +5%
BFA
793
Beacon Financial Advisory
Ohio
$947K +$3.35K +23 +0.4%
GWMR
794
GC Wealth Management RIA
Massachusetts
$936K +$936K +6,436 New
JC
795
JBGlobal.com
New York
$936K +$727 +5 +0.1%
EAM
796
Eventide Asset Management
Massachusetts
$933K +$423K +2,934 +83%
SBF
797
Sara-Bay Financial
Florida
$928K -$17.7K -122 -2%
AUB
798
Atlantic Union Bankshares
Virginia
$925K +$233K +1,601 +34%
MCP
799
Martin Capital Partners
Oregon
$922K +$577K +3,965 +167%
TFG
800
Taylor Financial Group
Virginia
$921K – – –
30 31
32
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