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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
IPAM
901
ICICI Prudential Asset Management
India
$657K
AIA
902
AssuredPartners Investment Advisors
Florida
$653K
AC
903
Aristides Capital
Kentucky
$652K
HWMG
904
Hurlow Wealth Management Group
Indiana
$649K
ST
905
Spinnaker Trust
Maine
$648K
CCMG
906
Clark Capital Management Group
Pennsylvania
$647K
WPA
907
West Paces Advisors
Georgia
$645K
SPC
908
Spirepoint Private Client
Florida
$640K
TNBTD
909
Trustmark National Bank Trust Department
Mississippi
$639K
PPWP
910
Premier Path Wealth Partners
New Jersey
$637K
MA
911
Montag & Associates
Georgia
$636K
FPB
912
First PREMIER Bank
South Dakota
$636K
PTC
913
Private Trust Company
Ohio
$636K
ALA
914
Atlas Legacy Advisors
California
$634K
NA
915
Nottingham Advisors
New York
$633K
NAM
916
NorthCrest Asset Manangement
Minnesota
$627K
IAN
917
Integrated Advisors Network
Texas
$627K
JE
918
JMAC Enterprises
Pennsylvania
$625K
PB
919
Pinnacle Bancorp
Nebraska
$623K
RA
920
Rise Advisors
New York
$618K
AA
921
Armis Advisers
Georgia
$617K
MWM
922
Mission Wealth Management
California
$617K
HT
923
Heritage Trust
Oklahoma
$617K
KCM
924
KRS Capital Management
Michigan
$614K
WA1
925
Wimmer Associates 1
California
$613K