PAYX icon

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
BFA
801
Beacon Financial Advisory
Ohio
$947K
GWMR
802
GC Wealth Management RIA
Massachusetts
$936K
JC
803
JBGlobal.com
New York
$936K
EAM
804
Eventide Asset Management
Massachusetts
$933K
SBF
805
Sara-Bay Financial
Florida
$928K
AUB
806
Atlantic Union Bankshares
Virginia
$925K
MCP
807
Martin Capital Partners
Oregon
$922K
TFG
808
Taylor Financial Group
Virginia
$921K
TFA
809
Transamerica Financial Advisors
Florida
$912K
EH
810
Equitable Holdings
New York
$905K
GIA
811
Guyasuta Investment Advisors
Pennsylvania
$896K
BRWA
812
B. Riley Wealth Advisors
Florida
$887K
PWA
813
Provenance Wealth Advisors
Florida
$880K
SIM
814
Studio Investment Management
Illinois
$880K
TCM
815
Tang Capital Management
California
$880K
TA
816
TCM Advisors
West Virginia
$879K
MMPW
817
Mitchell McLeod Pugh & Williams
Alabama
$878K
SQA
818
Simon Quick Advisors
New Jersey
$878K
LIM
819
Leavell Investment Management
Alabama
$868K
CFG
820
Citizens Financial Group
Rhode Island
$866K
JWM
821
Jacksonville Wealth Management
Florida
$863K
MC
822
Middleton & Co
Massachusetts
$863K
JCM
823
Jacobi Capital Management
Pennsylvania
$859K
BTC
824
Bank & Trust Company
Illinois
$856K
VSQM
825
V-Square Quantitative Management
Illinois
$855K