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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 %
PWM
1026
Palumbo Wealth Management
New York
$467K +$2.62K +18 +0.6%
CI
1027
Cigna Investments
Connecticut
$464K -$10.3K -71 -2%
TWP
1028
Tyche Wealth Partners
Texas
$463K -$1.31K -9 -0.3%
AWM
1029
Aprio Wealth Management
Georgia
$463K +$727 +5 +0.2%
TT
1030
TI-Trust
Illinois
$461K
SA
1031
SRH Advisors
Kansas
$461K
DWT
1032
Dorsey & Whitney Trust
South Dakota
$459K +$42.8K +294 +10%
AA
1033
Aufman Associates
Pennsylvania
$459K -$57.6K -396 -11%
CA
1034
Claro Advisors
Massachusetts
$459K -$740K -5,087 -62%
CWM
1035
Challenger Wealth Management
California
$457K +$2.04K +14 +0.4%
SWM
1036
Sendero Wealth Management
Texas
$457K
PWP
1037
Principle Wealth Partners
Connecticut
$457K +$457K +3,141 New
MCWS
1038
McKinley Carter Wealth Services
West Virginia
$454K
HTIM
1039
Harbour Trust & Investment Management
Indiana
$452K +$1.89K +13 +0.4%
QFW
1040
QTR Family Wealth
Florida
$452K +$11.2K +77 +3%
MHC
1041
Meyer Handelman Company
New York
$451K
WB
1042
WesBanco Bank
West Virginia
$451K +$165K +1,137 +58%
BFO
1043
Biltmore Family Office
North Carolina
$451K
PIM
1044
Penobscot Investment Management
Massachusetts
$447K +$21.1K +145 +5%
DIM
1045
Delta Investment Management
California
$445K
AFA
1046
AA Financial Advisors
Ohio
$443K
SWP
1047
Summit Wealth Partners
Florida
$440K
FAM
1048
Flaharty Asset Management
Florida
$440K +$25K +172 +6%
RDWM
1049
Red Door Wealth Management
Tennessee
$438K +$113K +775 +35%
RBC
1050
Romano Brothers & Co
Illinois
$437K -$19.3K -133 -4%