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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 %
TCBWMS
876
Texas Capital Bank Wealth Management Services
Texas
$693K +$873 +6 +0.1%
MAM
877
MWA Asset Management
Massachusetts
$687K +$65.7K +452 +11%
EGM
878
Engineers Gate Manager
New York
$686K +$686K +4,717 New
SW
879
SVB Wealth
Massachusetts
$679K +$679K +4,670 New
MSWM
880
Master's Wealth Management
Pennsylvania
$679K +$223K +1,533 +49%
CGL
881
Clarius Group LLC
Washington
$677K -$13.1K -90 -2%
FG
882
Fiduciary Group
Georgia
$674K – – –
BC
883
Burney Company
Virginia
$673K -$7.27K -50 -1%
WAM
884
Werlinich Asset Management
Connecticut
$673K – – –
GL
885
Graypoint LLC
New York
$668K +$3.64K +25 +0.5%
DWM
886
Dogwood Wealth Management
Kansas
$667K -$13.5K -93 -2%
EWA
887
EverSource Wealth Advisors
Alabama
$666K +$61.4K +422 +10%
TWC
888
TD Waterhouse Canada
Ontario, Canada
$663K -$32.7K -222 -5%
VFIC
889
Valley Forge Investment Consultants
Pennsylvania
$663K – – –
SS
890
Sunbelt Securities
Texas
$663K -$140 -1 -0%
IPAM
891
ICICI Prudential Asset Management
India
$657K -$15.1K -104 -2%
AIA
892
AssuredPartners Investment Advisors
Florida
$653K -$197K -1,355 -23%
AC
893
Aristides Capital
Kentucky
$652K – – –
HWMG
894
Hurlow Wealth Management Group
Indiana
$649K – – –
ST
895
Spinnaker Trust
Maine
$648K – – –
CCMG
896
Clark Capital Management Group
Pennsylvania
$647K +$94.8K +652 +17%
WPA
897
West Paces Advisors
Georgia
$645K +$2.62K +18 +0.4%
SPC
898
Spirepoint Private Client
Florida
$640K -$9.16K -63 -1%
TNBTD
899
Trustmark National Bank Trust Department
Mississippi
$639K – – –
PPWP
900
Premier Path Wealth Partners
New Jersey
$637K +$34.8K +239 +6%
34 35
36
37 38