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Paychex

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
Name Holding Trade Value Shares
Change
Shares
Change %
RPC
1001
Rossmore Private Capital
Connecticut
$499K +$19.6K +135 +4%
RMCM
1002
Reynders McVeigh Capital Management
Massachusetts
$497K +$1.02K +7 +0.2%
PAS
1003
Professional Advisory Services
Florida
$495K
CWP
1004
Cyndeo Wealth Partners
Florida
$491K -$291 -2 -0.1%
CPSAC
1005
Chas P. Smith & Associates (CPS)
Florida
$491K
PWAM
1006
Private Wealth Asset Management
Iowa
$490K -$13.5K -93 -3%
NL
1007
NWAM LLC
Washington
$489K -$2.77K -19 -0.6%
SIM
1008
Stratos Investment Management
Ohio
$487K +$50.3K +346 +12%
FB
1009
Finward Bancorp
Indiana
$486K -$5.09K -35 -1%
ECM
1010
Everence Capital Management
Indiana
$485K -$66.9K -460 -12%
SFB
1011
STAR Financial Bank
Indiana
$485K -$20.4K -140 -4%
CWS
1012
Confluence Wealth Services
Pennsylvania
$481K +$5.53K +38 +1%
GLA
1013
Good Life Advisors
Pennsylvania
$480K +$15.9K +109 +3%
DL
1014
DOHJ LLC
Washington
$480K +$4.01K +28 +0.8%
WTB
1015
Washington Trust Bank
Washington
$479K -$21.1K -145 -4%
PJSIMP
1016
P.J. Schmidt Investment Management (PJS)
Wisconsin
$479K +$18.6K +128 +4%
4WM
1017
44 Wealth Management
Oregon
$479K +$12.5K +86 +3%
S
1018
Sunpointe
Missouri
$477K -$75.6K -520 -14%
RTC
1019
Riverview Trust Company
Washington
$477K -$18.8K -129 -4%
SCM
1020
SCS Capital Management
Massachusetts
$476K +$21.7K +149 +5%
EB
1021
Eastern Bank
Massachusetts
$475K -$74.3K -511 -14%
ATS
1022
Ashton Thomas Securities
New York
$474K +$5.24K +36 +1%
GPWM
1023
Grant Private Wealth Management
California
$473K +$473K +3,252 New
MFC
1024
Mechanics Financial Corp
Ohio
$472K +$11.2K +77 +2%
KFI
1025
Key Financial Inc
Pennsylvania
$469K