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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 %
MA
901
Montag & Associates
Georgia
$636K – – –
FPB
902
First PREMIER Bank
South Dakota
$636K – – –
PTC
903
Private Trust Company
Ohio
$636K -$31K -213 -5%
ALA
904
Atlas Legacy Advisors
California
$634K +$76.2K +524 +14%
NA
905
Nottingham Advisors
New York
$633K +$16.9K +116 +3%
NAM
906
NorthCrest Asset Manangement
Minnesota
$627K +$287K +1,949 +84%
IAN
907
Integrated Advisors Network
Texas
$627K -$34.2K -235 -5%
JE
908
JMAC Enterprises
Pennsylvania
$625K – – –
PB
909
Pinnacle Bancorp
Nebraska
$623K – – –
RA
910
Rise Advisors
New York
$618K -$40.9K -281 -6%
AA
911
Armis Advisers
Georgia
$617K – – –
MWM
912
Mission Wealth Management
California
$617K +$11.3K +78 +2%
HT
913
Heritage Trust
Oklahoma
$617K – – –
KCM
914
KRS Capital Management
Michigan
$614K +$28.9K +199 +5%
WA1
915
Wimmer Associates 1
California
$613K – – –
PCP
916
Proficio Capital Partners
Massachusetts
$612K +$15.7K +108 +3%
CPA
917
Court Place Advisors
Maryland
$610K – – –
NP
918
NorthRock Partners
Minnesota
$608K +$47.6K +327 +8%
PWM
919
Perigon Wealth Management
California
$607K -$94K -646 -13%
CYG
920
Clean Yield Group
Vermont
$605K – – –
CFA
921
CWS Financial Advisors
Michigan
$605K +$129K +884 +27%
WA
922
Wealth Alliance
New York
$604K -$424K -2,914 -41%
FBT
923
First Bank & Trust
South Dakota
$603K -$397K -2,730 -40%
RMP
924
Richards, Merrill & Peterson
Washington
$600K -$3.35K -23 -0.6%
RZH
925
Relyea Zuckerberg Hanson
Connecticut
$598K -$3.78K -26 -0.6%
35 36
37
38 39