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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 %
BI
926
Bradyco Inc
Massachusetts
$598K – – –
APP
927
Avantax Planning Partners
Iowa
$594K -$8K -55 -1%
PGWM
928
Pitti Group Wealth Management
New York
$593K +$873 +6 +0.1%
BIM
929
Bridges Investment Management
Nebraska
$591K – – –
PFA
930
Pure Financial Advisors
California
$591K +$141K +972 +31%
TA
931
TFG Advisers
Michigan
$590K +$1.46K +10 +0.2%
ACM
932
Advisors Capital Management
New Jersey
$589K +$5.97K +41 +1%
MCCP
933
Mission Creek Capital Partners
California
$589K -$233K -1,603 -28%
MMM
934
Mendel Money Management
Illinois
$588K – – –
JCFM
935
JBR Co Financial Management
Oklahoma
$585K – – –
WPC
936
Wedmont Private Capital
Pennsylvania
$583K +$5.69K +39 +1%
EAM
937
EdenTree Asset Management
United Kingdom
$582K – – –
BMO
938
Beck Mack & Oliver
New York
$582K – – –
ClearBridge Investments
939
ClearBridge Investments
New York
$582K – – –
FCM
940
Fieldview Capital Management
Michigan
$581K -$8.49M -58,380 -94%
MHIC
941
Marble Harbor Investment Counsel
Massachusetts
$579K -$90.9K -625 -14%
FA
942
Faithward Advisors
Pennsylvania
$576K +$2.76K +19 +0.5%
HFS
943
Heritage Financial Services
Massachusetts
$572K – – –
SBFM
944
S-Bank Fund Management
Finland
$572K -$54K -371 -9%
FHA
945
Flagship Harbor Advisors
Massachusetts
$569K +$582 +4 +0.1%
BFG
946
Bouchey Financial Group
New York
$569K +$6.98K +48 +1%
SAM
947
Secure Asset Management
Michigan
$569K +$16.6K +114 +3%
FC
948
Farringdon Capital
United Kingdom
$568K +$568K +3,907 New
VFA
949
Valeo Financial Advisors
Indiana
$566K +$24.1K +166 +4%
SRIM
950
Saratoga Research & Investment Management
California
$565K – – –
36 37
38
39 40