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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
CIC
976
Chase Investment Counsel
Virginia
$544K
CCM
977
Compass Capital Management
Minnesota
$541K
WBG
978
Wharton Business Group
Pennsylvania
$540K
RBFC
979
Roman Butler Fullerton & Co
Missouri
$539K
BWM
980
Baron Wealth Management
Michigan
$539K
BB
981
Berkshire Bank
Massachusetts
$539K
LCWP
982
Legacy Capital Wealth Partners
Arkansas
$538K
PFS
983
Physicians Financial Services
North Carolina
$538K
FMP
984
Financial Management Professionals
Texas
$537K
ESB
985
Essex Savings Bank
Connecticut
$534K
ONB
986
Old National Bancorp
Indiana
$534K
CWM
987
Cornerstone Wealth Management
Missouri
$526K
IA
988
Integrity Alliance
Iowa
$523K
HTC
989
Haverford Trust Company
Pennsylvania
$523K
PWA
990
Phoenix Wealth Advisors
North Carolina
$520K
ACM
991
Andina Capital Management
Utah
$520K
WC
992
Wynn Capital
Georgia
$519K
PCA
993
Pallas Capital Advisors
Massachusetts
$519K
SAI
994
Savvy Advisors Inc
New York
$517K
LFAS
995
Level Four Advisory Services
Texas
$514K
GAM
996
Groupama Asset Management
France
$514K
EA
997
Emerald Advisors
Washington
$514K
TAM
998
Tocqueville Asset Management
New York
$513K
AWA
999
Arete Wealth Advisors
Illinois
$512K
IA
1000
IFG Advisory
Georgia
$511K