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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 113 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: 1,6841,656 (-28)

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
CYG
926
Clean Yield Group
Vermont
$605K
CFA
927
CWS Financial Advisors
Michigan
$605K
WA
928
Wealth Alliance
New York
$604K
FBT
929
First Bank & Trust
South Dakota
$603K
RMP
930
Richards, Merrill & Peterson
Washington
$600K
RZH
931
Relyea Zuckerberg Hanson
Connecticut
$598K
BI
932
Bradyco Inc
Massachusetts
$598K
APP
933
Avantax Planning Partners
Iowa
$594K
PGWM
934
Pitti Group Wealth Management
New York
$593K
BIM
935
Bridges Investment Management
Nebraska
$591K
PFA
936
Pure Financial Advisors
California
$591K
TA
937
TFG Advisers
Michigan
$590K
ACM
938
Advisors Capital Management
New Jersey
$589K
MCCP
939
Mission Creek Capital Partners
California
$589K
MMM
940
Mendel Money Management
Illinois
$588K
JCFM
941
JBR Co Financial Management
Oklahoma
$585K
WPC
942
Wedmont Private Capital
Pennsylvania
$583K
EAM
943
EdenTree Asset Management
United Kingdom
$582K
BMO
944
Beck Mack & Oliver
New York
$582K
ClearBridge Investments
945
ClearBridge Investments
New York
$582K
FCM
946
Fieldview Capital Management
Michigan
$581K
MHIC
947
Marble Harbor Investment Counsel
Massachusetts
$579K
FA
948
Faithward Advisors
Pennsylvania
$576K
HFS
949
Heritage Financial Services
Massachusetts
$572K
SBFM
950
S-Bank Fund Management
Finland
$572K