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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 %
QCG
851
Quadrant Capital Group
Ohio
$774K -$54.7K -376 -7%
KWM
852
KFG Wealth Management
Indiana
$771K +$35.1K +241 +5%
CBA
853
Coastal Bridge Advisors
Connecticut
$766K +$38.4K +264 +5%
SAM
854
Seelaus Asset Management
New Jersey
$763K – – –
DW30
855
Drucker Wealth 3.0
New Jersey
$760K +$760K +5,205 New
PAM
856
Panagora Asset Management
Massachusetts
$755K +$74.8K +514 +11%
WTC
857
WhitTier Trust Company
Nevada
$746K -$57K -392 -7%
CIA
858
Compass Ion Advisors
Pennsylvania
$744K +$36.9K +254 +5%
JIC
859
Johnson Investment Counsel
Ohio
$741K +$30K +206 +4%
HI
860
Human Investing
Oregon
$736K -$90.9K -625 -11%
CIA
861
Choate Investment Advisors
Massachusetts
$735K – – –
KCM
862
Kanawha Capital Management
Virginia
$720K +$94.7K +651 +15%
SMA
863
Sage Mountain Advisors
Georgia
$720K +$20.5K +141 +3%
HIP
864
HUB Investment Partners
Texas
$717K -$164K -1,125 -19%
3IP
865
3Chopt Investment Partners
Virginia
$717K +$48.6K +334 +7%
NAM
866
NTV Asset Management
West Virginia
$711K – – –
Fayez Sarofim & Co
867
Fayez Sarofim & Co
Texas
$710K -$327K -2,248 -32%
MCM
868
Moore Capital Management
New York
$709K +$709K +4,876 New
GWM
869
GSB Wealth Management
Connecticut
$708K -$18.2K -125 -3%
TCOTS
870
Trust Company of the South
North Carolina
$706K +$29.7K +204 +4%
AWE
871
Avidian Wealth Enterprises
Texas
$704K -$8.73K -60 -1%
CT
872
Chicago Trust
Illinois
$703K +$371K +2,548 +112%
RFN
873
RDA Financial Network
Iowa
$699K +$17K +117 +2%
NG
874
Norden Group
Utah
$698K +$13.2K +91 +2%
FMWA
875
Forvis Mazars Wealth Advisors
Missouri
$698K -$29.5K -203 -4%
33 34
35
36 37