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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 %
ONB
976
Old National Bancorp
Indiana
$534K -$27.9K -192 -5%
CWM
977
Cornerstone Wealth Management
Missouri
$526K +$111K +766 +27%
IA
978
Integrity Alliance
Iowa
$523K -$418K -2,877 -44%
HTC
979
Haverford Trust Company
Pennsylvania
$523K – – –
PWA
980
Phoenix Wealth Advisors
North Carolina
$520K +$2.18K +15 +0.4%
ACM
981
Andina Capital Management
Utah
$520K +$10.6K +73 +2%
WC
982
Wynn Capital
Georgia
$519K -$4.36K -30 -0.8%
PCA
983
Pallas Capital Advisors
Massachusetts
$519K +$3.49K +24 +0.7%
SAI
984
Savvy Advisors Inc
New York
$517K +$104K +712 +25%
LFAS
985
Level Four Advisory Services
Texas
$514K -$6.98K -48 -1%
GAM
986
Groupama Asset Management
France
$514K +$514K +3,570 New
EA
987
Emerald Advisors
Washington
$514K +$53.2K +366 +12%
TAM
988
Tocqueville Asset Management
New York
$513K -$43.6K -300 -8%
AWA
989
Arete Wealth Advisors
Illinois
$512K +$27.9K +192 +6%
IA
990
IFG Advisory
Georgia
$511K +$53.4K +367 +12%
RCM
991
RMR Capital Management
California
$510K – – –
OIS
992
Okabena Investment Services
Minnesota
$509K – – –
MIM
993
MTM Investment Management
South Carolina
$506K +$81.2K +558 +19%
IFS
994
Ifrah Financial Services
Arkansas
$506K -$3.64K -25 -0.7%
CT
995
Colonial Trust
South Carolina
$505K -$8.44K -58 -2%
FHC
996
First Heartland Consultants
Missouri
$505K +$95.6K +657 +23%
CIAS
997
Capital Investment Advisory Services
North Carolina
$502K -$13.1K -90 -3%
PP
998
Patten & Patten
Tennessee
$501K +$43.6K +300 +10%
AT
999
Arlington Trust
Alabama
$500K +$436 +3 +0.1%
MA
1000
Mutual Advisors
Nebraska
$499K +$138K +932 +38%
38 39
40
41 42