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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
PDM
826
Penn Davis McFarland
Texas
$855K
SWM
827
Segment Wealth Management
Texas
$855K
AAIS
828
ABN AMRO Investment Solutions
$847K
VCM
829
Voleon Capital Management
California
$846K
FMII
830
Farmers & Merchants Investments Inc
Nebraska
$845K
GWM
831
Geneos Wealth Management
Colorado
$845K
SHFA
832
SC&H Financial Advisors
Maryland
$844K
BAM
833
Blueshift Asset Management
New Jersey
$843K
CIEC
834
Crédit Industriel et Commercial
France
$842K
BOJHT
835
Bank of Jackson Hole Trust
Wyoming
$838K
BBA
836
Baader Bank Aktiengesellschaft
Germany
$837K
MWM
837
Modera Wealth Management
New Jersey
$836K
MGIA
838
Moneta Group Investment Advisors
Missouri
$835K
FWM
839
Forza Wealth Management
Florida
$834K
BHBT
840
Burke & Herbert Bank & Trust
Virginia
$833K
RWP
841
RWA Wealth Partners
Massachusetts
$832K
OAM
842
Ostrum Asset Management
France
$831K
HFA
843
High Falls Advisors
New York
$827K
SWA
844
Stratos Wealth Advisors
Ohio
$824K
HAG
845
HighPoint Advisor Group
Illinois
$822K
CTA
846
Chesley Taft & Associates
Illinois
$822K
OHWP
847
Oak Harbor Wealth Partners
North Carolina
$821K
CCT
848
Chemung Canal Trust
New York
$815K
SM
849
STF Management
Texas
$812K
KCIC
850
Kuhn & Co Investment Counsel
Illinois
$811K