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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
PJSIMP
1026
P.J. Schmidt Investment Management (PJS)
Wisconsin
$479K
4WM
1027
44 Wealth Management
Oregon
$479K
S
1028
Sunpointe
Missouri
$477K
RTC
1029
Riverview Trust Company
Washington
$477K
SCM
1030
SCS Capital Management
Massachusetts
$476K
EB
1031
Eastern Bank
Massachusetts
$475K
ATS
1032
Ashton Thomas Securities
New York
$474K
GPWM
1033
Grant Private Wealth Management
California
$473K
MFC
1034
Mechanics Financial Corp
Ohio
$472K
KFI
1035
Key Financial Inc
Pennsylvania
$469K
PWM
1036
Palumbo Wealth Management
New York
$467K
CI
1037
Cigna Investments
Connecticut
$464K
TWP
1038
Tyche Wealth Partners
Texas
$463K
AWM
1039
Aprio Wealth Management
Georgia
$463K
TT
1040
TI-Trust
Illinois
$461K
SA
1041
SRH Advisors
Kansas
$461K
DWT
1042
Dorsey & Whitney Trust
South Dakota
$459K
AA
1043
Aufman Associates
Pennsylvania
$459K
CA
1044
Claro Advisors
Massachusetts
$459K
CWM
1045
Challenger Wealth Management
California
$457K
SWM
1046
Sendero Wealth Management
Texas
$457K
PWP
1047
Principle Wealth Partners
Connecticut
$457K
MCWS
1048
McKinley Carter Wealth Services
West Virginia
$454K
HTIM
1049
Harbour Trust & Investment Management
Indiana
$452K
QFW
1050
QTR Family Wealth
Florida
$452K