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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
BWM
976
Baron Wealth Management
Michigan
$539K
BB
977
Berkshire Bank
Massachusetts
$539K
LCWP
978
Legacy Capital Wealth Partners
Arkansas
$538K
PFS
979
Physicians Financial Services
North Carolina
$538K
FMP
980
Financial Management Professionals
Texas
$537K
ESB
981
Essex Savings Bank
Connecticut
$534K
ONB
982
Old National Bancorp
Indiana
$534K
CWM
983
Cornerstone Wealth Management
Missouri
$526K
IA
984
Integrity Alliance
Iowa
$523K
HTC
985
Haverford Trust Company
Pennsylvania
$523K
PWA
986
Phoenix Wealth Advisors
North Carolina
$520K
ACM
987
Andina Capital Management
Utah
$520K
WC
988
Wynn Capital
Georgia
$519K
PCA
989
Pallas Capital Advisors
Massachusetts
$519K
SAI
990
Savvy Advisors Inc
New York
$517K
LFAS
991
Level Four Advisory Services
Texas
$514K
GAM
992
Groupama Asset Management
France
$514K
EA
993
Emerald Advisors
Washington
$514K
TAM
994
Tocqueville Asset Management
New York
$513K
AWA
995
Arete Wealth Advisors
Illinois
$512K
IA
996
IFG Advisory
Georgia
$511K
RCM
997
RMR Capital Management
California
$510K
OIS
998
Okabena Investment Services
Minnesota
$509K
MIM
999
MTM Investment Management
South Carolina
$506K
IFS
1000
Ifrah Financial Services
Arkansas
$506K