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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 %
EH
801
Equitable Holdings
New York
$905K -$27.5K -189 -3%
GIA
802
Guyasuta Investment Advisors
Pennsylvania
$896K – – –
BRWA
803
B. Riley Wealth Advisors
Florida
$887K +$887K +6,099 New
PWA
804
Provenance Wealth Advisors
Florida
$880K – – –
SIM
805
Studio Investment Management
Illinois
$880K -$33.7K -232 -4%
TCM
806
Tang Capital Management
California
$880K -$93.1K -640 -10%
TA
807
TCM Advisors
West Virginia
$879K -$1.04M – –
MMPW
808
Mitchell McLeod Pugh & Williams
Alabama
$878K – – –
LIM
809
Leavell Investment Management
Alabama
$868K +$52.1K +358 +6%
CFG
810
Citizens Financial Group
Rhode Island
$866K +$429K +2,949 +98%
JWM
811
Jacksonville Wealth Management
Florida
$863K +$2.62K +18 +0.3%
MC
812
Middleton & Co
Massachusetts
$863K – – –
JCM
813
Jacobi Capital Management
Pennsylvania
$859K -$82.6K -568 -9%
BTC
814
Bank & Trust Company
Illinois
$856K – – –
VSQM
815
V-Square Quantitative Management
Illinois
$855K -$127K -872 -13%
PDM
816
Penn Davis McFarland
Texas
$855K – – –
SWM
817
Segment Wealth Management
Texas
$855K -$114K -784 -12%
AAIS
818
ABN AMRO Investment Solutions
$847K – – –
VCM
819
Voleon Capital Management
California
$846K +$846K +5,818 New
FMII
820
Farmers & Merchants Investments Inc
Nebraska
$845K -$14.8K -102 -2%
GWM
821
Geneos Wealth Management
Colorado
$845K -$369K -2,540 -30%
SHFA
822
SC&H Financial Advisors
Maryland
$844K -$14.5K -100 -2%
BAM
823
Blueshift Asset Management
New Jersey
$843K +$843K +5,794 New
CDIEC
824
Crédit Industriel et Commercial
France
$842K +$419K +2,880 +99%
BOJHT
825
Bank of Jackson Hole Trust
Wyoming
$838K +$89.7K +617 +12%
31 32
33
34 35