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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
RCM
1001
RMR Capital Management
California
$510K
OIS
1002
Okabena Investment Services
Minnesota
$509K
MIM
1003
MTM Investment Management
South Carolina
$506K
IFS
1004
Ifrah Financial Services
Arkansas
$506K
CT
1005
Colonial Trust
South Carolina
$505K
FHC
1006
First Heartland Consultants
Missouri
$505K
CIAS
1007
Capital Investment Advisory Services
North Carolina
$502K
PP
1008
Patten & Patten
Tennessee
$501K
AT
1009
Arlington Trust
Alabama
$500K
MA
1010
Mutual Advisors
Nebraska
$499K
RPC
1011
Rossmore Private Capital
Connecticut
$499K
RMCM
1012
Reynders McVeigh Capital Management
Massachusetts
$497K
PAS
1013
Professional Advisory Services
Florida
$495K
CWP
1014
Cyndeo Wealth Partners
Florida
$491K
CPSAC
1015
Chas P. Smith & Associates (CPS)
Florida
$491K
PWAM
1016
Private Wealth Asset Management
Iowa
$490K
NL
1017
NWAM LLC
Washington
$489K
SIM
1018
Stratos Investment Management
Ohio
$487K
FB
1019
Finward Bancorp
Indiana
$486K
ECM
1020
Everence Capital Management
Indiana
$485K
SFB
1021
STAR Financial Bank
Indiana
$485K
CWS
1022
Confluence Wealth Services
Pennsylvania
$481K
GLA
1023
Good Life Advisors
Pennsylvania
$480K
DL
1024
DOHJ LLC
Washington
$480K
WTB
1025
Washington Trust Bank
Washington
$479K