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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
CT
1001
Colonial Trust
South Carolina
$505K
FHC
1002
First Heartland Consultants
Missouri
$505K
CIAS
1003
Capital Investment Advisory Services
North Carolina
$502K
PP
1004
Patten & Patten
Tennessee
$501K
AT
1005
Arlington Trust
Alabama
$500K
MA
1006
Mutual Advisors
Nebraska
$499K
RPC
1007
Rossmore Private Capital
Connecticut
$499K
RMCM
1008
Reynders McVeigh Capital Management
Massachusetts
$497K
PAS
1009
Professional Advisory Services
Florida
$495K
CWP
1010
Cyndeo Wealth Partners
Florida
$491K
CPSAC
1011
Chas P. Smith & Associates (CPS)
Florida
$491K
PWAM
1012
Private Wealth Asset Management
Iowa
$490K
NL
1013
NWAM LLC
Washington
$489K
SIM
1014
Stratos Investment Management
Ohio
$487K
FB
1015
Finward Bancorp
Indiana
$486K
ECM
1016
Everence Capital Management
Indiana
$485K
SFB
1017
STAR Financial Bank
Indiana
$485K
CWS
1018
Confluence Wealth Services
Pennsylvania
$481K
GLA
1019
Good Life Advisors
Pennsylvania
$480K
DL
1020
DOHJ LLC
Washington
$480K
WTB
1021
Washington Trust Bank
Washington
$479K
PJSIMP
1022
P.J. Schmidt Investment Management (PJS)
Wisconsin
$479K
4WM
1023
44 Wealth Management
Oregon
$479K
S
1024
Sunpointe
Missouri
$477K
RTC
1025
Riverview Trust Company
Washington
$477K