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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
NAM
876
NTV Asset Management
West Virginia
$711K
Fayez Sarofim & Co
877
Fayez Sarofim & Co
Texas
$710K
MCM
878
Moore Capital Management
New York
$709K
GWM
879
GSB Wealth Management
Connecticut
$708K
TCOTS
880
Trust Company of the South
North Carolina
$706K
AWE
881
Avidian Wealth Enterprises
Texas
$704K
CT
882
Chicago Trust
Illinois
$703K
RFN
883
RDA Financial Network
Iowa
$699K
NG
884
Norden Group
Utah
$698K
FMWA
885
Forvis Mazars Wealth Advisors
Missouri
$698K
TCBWMS
886
Texas Capital Bank Wealth Management Services
Texas
$693K
MAM
887
MWA Asset Management
Massachusetts
$687K
EGM
888
Engineers Gate Manager
New York
$686K
SW
889
SVB Wealth
Massachusetts
$679K
MSWM
890
Master's Wealth Management
Pennsylvania
$679K
CGL
891
Clarius Group LLC
Washington
$677K
FG
892
Fiduciary Group
Georgia
$674K
BC
893
Burney Company
Virginia
$673K
WAM
894
Werlinich Asset Management
Connecticut
$673K
GL
895
Graypoint LLC
New York
$668K
DWM
896
Dogwood Wealth Management
Kansas
$667K
EWA
897
EverSource Wealth Advisors
Alabama
$666K
TWC
898
TD Waterhouse Canada
Ontario, Canada
$663K
VFIC
899
Valley Forge Investment Consultants
Pennsylvania
$663K
SS
900
Sunbelt Securities
Texas
$663K