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Paychex

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
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
801
Transamerica Financial Advisors
Florida
$912K -$39K -268 -4%
EH
802
Equitable Holdings
New York
$905K -$27.5K -189 -3%
GIA
803
Guyasuta Investment Advisors
Pennsylvania
$896K
BRWA
804
B. Riley Wealth Advisors
Florida
$887K +$887K +6,099 New
PWA
805
Provenance Wealth Advisors
Florida
$880K
SIM
806
Studio Investment Management
Illinois
$880K -$33.7K -232 -4%
TCM
807
Tang Capital Management
California
$880K -$93.1K -640 -10%
TA
808
TCM Advisors
West Virginia
$879K -$1.04M
MMPW
809
Mitchell McLeod Pugh & Williams
Alabama
$878K
LIM
810
Leavell Investment Management
Alabama
$868K +$52.1K +358 +6%
CFG
811
Citizens Financial Group
Rhode Island
$866K +$429K +2,949 +98%
JWM
812
Jacksonville Wealth Management
Florida
$863K +$2.62K +18 +0.3%
MC
813
Middleton & Co
Massachusetts
$863K
JCM
814
Jacobi Capital Management
Pennsylvania
$859K -$82.6K -568 -9%
BTC
815
Bank & Trust Company
Illinois
$856K
VSQM
816
V-Square Quantitative Management
Illinois
$855K -$127K -872 -13%
PDM
817
Penn Davis McFarland
Texas
$855K
SWM
818
Segment Wealth Management
Texas
$855K -$114K -784 -12%
AAIS
819
ABN AMRO Investment Solutions
$847K
VCM
820
Voleon Capital Management
California
$846K +$846K +5,818 New
FMII
821
Farmers & Merchants Investments Inc
Nebraska
$845K -$14.8K -102 -2%
GWM
822
Geneos Wealth Management
Colorado
$845K -$369K -2,540 -30%
SHFA
823
SC&H Financial Advisors
Maryland
$844K -$14.5K -100 -2%
BAM
824
Blueshift Asset Management
New Jersey
$843K +$843K +5,794 New
CDIEC
825
Crédit Industriel et Commercial
France
$842K +$419K +2,880 +99%