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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
SCM
1026
SCS Capital Management
Massachusetts
$476K
EB
1027
Eastern Bank
Massachusetts
$475K
ATS
1028
Ashton Thomas Securities
New York
$474K
GPWM
1029
Grant Private Wealth Management
California
$473K
MFC
1030
Mechanics Financial Corp
Ohio
$472K
KFI
1031
Key Financial Inc
Pennsylvania
$469K
PWM
1032
Palumbo Wealth Management
New York
$467K
CI
1033
Cigna Investments
Connecticut
$464K
TWP
1034
Tyche Wealth Partners
Texas
$463K
AWM
1035
Aprio Wealth Management
Georgia
$463K
TT
1036
TI-Trust
Illinois
$461K
SA
1037
SRH Advisors
Kansas
$461K
DWT
1038
Dorsey & Whitney Trust
South Dakota
$459K
AA
1039
Aufman Associates
Pennsylvania
$459K
CA
1040
Claro Advisors
Massachusetts
$459K
CWM
1041
Challenger Wealth Management
California
$457K
SWM
1042
Sendero Wealth Management
Texas
$457K
PWP
1043
Principle Wealth Partners
Connecticut
$457K
MCWS
1044
McKinley Carter Wealth Services
West Virginia
$454K
HTIM
1045
Harbour Trust & Investment Management
Indiana
$452K
QFW
1046
QTR Family Wealth
Florida
$452K
MHC
1047
Meyer Handelman Company
New York
$451K
WB
1048
WesBanco Bank
West Virginia
$451K
BFO
1049
Biltmore Family Office
North Carolina
$451K
PIM
1050
Penobscot Investment Management
Massachusetts
$447K