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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
ST
901
Spinnaker Trust
Maine
$648K
CCMG
902
Clark Capital Management Group
Pennsylvania
$647K
WPA
903
West Paces Advisors
Georgia
$645K
SPC
904
Spirepoint Private Client
Florida
$640K
TNBTD
905
Trustmark National Bank Trust Department
Mississippi
$639K
PPWP
906
Premier Path Wealth Partners
New Jersey
$637K
MA
907
Montag & Associates
Georgia
$636K
FPB
908
First PREMIER Bank
South Dakota
$636K
PTC
909
Private Trust Company
Ohio
$636K
ALA
910
Atlas Legacy Advisors
California
$634K
NA
911
Nottingham Advisors
New York
$633K
NAM
912
NorthCrest Asset Manangement
Minnesota
$627K
IAN
913
Integrated Advisors Network
Texas
$627K
JE
914
JMAC Enterprises
Pennsylvania
$625K
PB
915
Pinnacle Bancorp
Nebraska
$623K
RA
916
Rise Advisors
New York
$618K
AA
917
Armis Advisers
Georgia
$617K
MWM
918
Mission Wealth Management
California
$617K
HT
919
Heritage Trust
Oklahoma
$617K
KCM
920
KRS Capital Management
Michigan
$614K
WA1
921
Wimmer Associates 1
California
$613K
PCP
922
Proficio Capital Partners
Massachusetts
$612K
CPA
923
Court Place Advisors
Maryland
$610K
NP
924
NorthRock Partners
Minnesota
$608K
PWM
925
Perigon Wealth Management
California
$607K