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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 %
IC
951
Inscription Capital
Texas
$565K +$565K +3,881 New
SC
952
Syon Capital
California
$561K +$89.9K +618 +19%
SOAMC
953
Spirit of America Management Corp
New York
$560K – – –
AA
954
Advisory Alpha
Michigan
$559K +$119K +820 +27%
BMWM
955
Brown Miller Wealth Management
Virginia
$558K -$24K -165 -4%
TTWM
956
TCV Trust & Wealth Management
Virginia
$556K +$14.5K +100 +3%
JWM
957
Jeppson Wealth Management
California
$556K -$2.18K -15 -0.4%
CA
958
Continuum Advisory
Idaho
$554K +$399K +2,742 +257%
RBI
959
Raiffeisen Bank International
Austria
$553K -$21.2K -154 -4%
TNAM
960
Terra Nova Asset Management
New York
$552K +$3.49K +24 +0.6%
Connor, Clark & Lunn Investment Management (CC&L)
961
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$549K -$741K -5,095 -57%
AWM
962
AE Wealth Management
Kansas
$548K -$160K -1,097 -23%
QI
963
Qtron Investments
Massachusetts
$546K +$310K +2,130 +131%
CG
964
Clifford Group
Massachusetts
$546K +$10.2K +70 +2%
LBC
965
Leigh Baldwin & Co
New York
$546K +$196K +1,344 +56%
CIC
966
Chase Investment Counsel
Virginia
$544K -$10.5K -72 -2%
CCM
967
Compass Capital Management
Minnesota
$541K +$541K +3,720 New
WBG
968
Wharton Business Group
Pennsylvania
$540K – – –
RBFC
969
Roman Butler Fullerton & Co
Missouri
$539K -$24.7K -167 -4%
BWM
970
Baron Wealth Management
Michigan
$539K -$1.16K -8 -0.2%
BB
971
Berkshire Bank
Massachusetts
$539K +$33.7K +232 +7%
LCWP
972
Legacy Capital Wealth Partners
Arkansas
$538K +$9.6K +66 +2%
PFS
973
Physicians Financial Services
North Carolina
$538K -$29.1K -200 -5%
FMP
974
Financial Management Professionals
Texas
$537K -$35.2K -242 -6%
ESB
975
Essex Savings Bank
Connecticut
$534K +$1.46K +10 +0.3%
37 38
39
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