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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
PCP
926
Proficio Capital Partners
Massachusetts
$612K
CPA
927
Court Place Advisors
Maryland
$610K
NP
928
NorthRock Partners
Minnesota
$608K
PWM
929
Perigon Wealth Management
California
$607K
CYG
930
Clean Yield Group
Vermont
$605K
CFA
931
CWS Financial Advisors
Michigan
$605K
WA
932
Wealth Alliance
New York
$604K
FBT
933
First Bank & Trust
South Dakota
$603K
RMP
934
Richards, Merrill & Peterson
Washington
$600K
RZH
935
Relyea Zuckerberg Hanson
Connecticut
$598K
BI
936
Bradyco Inc
Massachusetts
$598K
APP
937
Avantax Planning Partners
Iowa
$594K
PGWM
938
Pitti Group Wealth Management
New York
$593K
BIM
939
Bridges Investment Management
Nebraska
$591K
PFA
940
Pure Financial Advisors
California
$591K
TA
941
TFG Advisers
Michigan
$590K
ACM
942
Advisors Capital Management
New Jersey
$589K
MCCP
943
Mission Creek Capital Partners
California
$589K
MMM
944
Mendel Money Management
Illinois
$588K
JCFM
945
JBR Co Financial Management
Oklahoma
$585K
WPC
946
Wedmont Private Capital
Pennsylvania
$583K
EAM
947
EdenTree Asset Management
United Kingdom
$582K
BMO
948
Beck Mack & Oliver
New York
$582K
ClearBridge Investments
949
ClearBridge Investments
New York
$582K
FCM
950
Fieldview Capital Management
Michigan
$581K