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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 %
BOJHT
826
Bank of Jackson Hole Trust
Wyoming
$838K +$89.7K +617 +12%
BBA
827
Baader Bank Aktiengesellschaft
Germany
$837K -$74.9K -522 -8%
MWM
828
Modera Wealth Management
New Jersey
$836K – – –
MGIA
829
Moneta Group Investment Advisors
Missouri
$835K +$31.4K +216 +4%
FWM
830
Forza Wealth Management
Florida
$834K – – –
BHBT
831
Burke & Herbert Bank & Trust
Virginia
$833K – – –
RWP
832
RWA Wealth Partners
Massachusetts
$832K -$38K -261 -4%
OAM
833
Ostrum Asset Management
France
$831K -$23.9K -164 -3%
HFA
834
High Falls Advisors
New York
$827K -$154K -1,062 -16%
SWA
835
Stratos Wealth Advisors
Ohio
$824K -$54.4K -374 -6%
HAG
836
HighPoint Advisor Group
Illinois
$822K -$13.8K -95 -2%
CTA
837
Chesley Taft & Associates
Illinois
$822K – – –
OHWP
838
Oak Harbor Wealth Partners
North Carolina
$821K +$170K +1,167 +26%
CCT
839
Chemung Canal Trust
New York
$815K +$5.24K +36 +0.6%
SM
840
STF Management
Texas
$812K +$18.8K +129 +2%
KCIC
841
Kuhn & Co Investment Counsel
Illinois
$811K – – –
AFP
842
Ausdal Financial Partners
Iowa
$797K -$15.3K -105 -2%
PRTG
843
Post Resch Tallon Group
New York
$796K -$291K -1,998 -27%
NPF
844
Norris Perne & French
Michigan
$793K – – –
EI
845
Ellevest Inc
New York
$793K +$31K +213 +4%
PNC
846
Park National Corp
Ohio
$792K -$3.06K -21 -0.4%
CCA
847
Checchi Capital Advisers
California
$788K -$72.1K -496 -8%
BIG
848
Brooklyn Investment Group
New York
$778K +$150K +1,031 +24%
LW
849
Linscomb Wealth
Texas
$776K -$4.36K -30 -0.6%
HI
850
Harbour Investments
Wisconsin
$775K -$12.9K -89 -2%
32 33
34
35 36