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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
EAM
801
Eventide Asset Management
Massachusetts
$933K
SBF
802
Sara-Bay Financial
Florida
$928K
AUB
803
Atlantic Union Bankshares
Virginia
$925K
MCP
804
Martin Capital Partners
Oregon
$922K
TFG
805
Taylor Financial Group
Virginia
$921K
TFA
806
Transamerica Financial Advisors
Florida
$912K
EH
807
Equitable Holdings
New York
$905K
GIA
808
Guyasuta Investment Advisors
Pennsylvania
$896K
BRWA
809
B. Riley Wealth Advisors
Florida
$887K
PWA
810
Provenance Wealth Advisors
Florida
$880K
SIM
811
Studio Investment Management
Illinois
$880K
TCM
812
Tang Capital Management
California
$880K
TA
813
TCM Advisors
West Virginia
$879K
MMPW
814
Mitchell McLeod Pugh & Williams
Alabama
$878K
SQA
815
Simon Quick Advisors
New Jersey
$878K
LIM
816
Leavell Investment Management
Alabama
$868K
CFG
817
Citizens Financial Group
Rhode Island
$866K
JWM
818
Jacksonville Wealth Management
Florida
$863K
MC
819
Middleton & Co
Massachusetts
$863K
JCM
820
Jacobi Capital Management
Pennsylvania
$859K
BTC
821
Bank & Trust Company
Illinois
$856K
VSQM
822
V-Square Quantitative Management
Illinois
$855K
PDM
823
Penn Davis McFarland
Texas
$855K
SWM
824
Segment Wealth Management
Texas
$855K
AAIS
825
ABN AMRO Investment Solutions
$847K