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Paychex

1,656 hedge funds and large institutions have $40.5B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 594 increasing their positions, 611 reducing their positions, and 118 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: 1,6831,656 (-27)

6% less capital invested

Capital invested by funds: $43.1B → $40.5B (-$2.64B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,656
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
TCOTS
876
Trust Company of the South
North Carolina
$706K
AWE
877
Avidian Wealth Enterprises
Texas
$704K
CT
878
Chicago Trust
Illinois
$703K
RFN
879
RDA Financial Network
Iowa
$699K
NG
880
Norden Group
Utah
$698K
FMWA
881
Forvis Mazars Wealth Advisors
Missouri
$698K
TCBWMS
882
Texas Capital Bank Wealth Management Services
Texas
$693K
MAM
883
MWA Asset Management
Massachusetts
$687K
EGM
884
Engineers Gate Manager
New York
$686K
SW
885
SVB Wealth
Massachusetts
$679K
MSWM
886
Master's Wealth Management
Pennsylvania
$679K
CGL
887
Clarius Group LLC
Washington
$677K
FG
888
Fiduciary Group
Georgia
$674K
BC
889
Burney Company
Virginia
$673K
WAM
890
Werlinich Asset Management
Connecticut
$673K
GL
891
Graypoint LLC
New York
$668K
DWM
892
Dogwood Wealth Management
Kansas
$667K
EWA
893
EverSource Wealth Advisors
Alabama
$666K
TWC
894
TD Waterhouse Canada
Ontario, Canada
$663K
VFIC
895
Valley Forge Investment Consultants
Pennsylvania
$663K
SS
896
Sunbelt Securities
Texas
$663K
IPAM
897
ICICI Prudential Asset Management
India
$657K
AIA
898
AssuredPartners Investment Advisors
Florida
$653K
AC
899
Aristides Capital
Kentucky
$652K
HWMG
900
Hurlow Wealth Management Group
Indiana
$649K