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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
DIM
1051
Delta Investment Management
California
$445K
AFA
1052
AA Financial Advisors
Ohio
$443K
SWP
1053
Summit Wealth Partners
Florida
$440K
FAM
1054
Flaharty Asset Management
Florida
$440K
RDWM
1055
Red Door Wealth Management
Tennessee
$438K
RBC
1056
Romano Brothers & Co
Illinois
$437K
BTI
1057
Blue Trust Inc
Georgia
$437K
CAM
1058
Close Asset Management
United Kingdom
$436K
CCAM
1059
Cascades Capital Asset Management
North Carolina
$436K
CFP
1060
Catalyst Financial Partners
Massachusetts
$434K
AFG
1061
Allegheny Financial Group
Pennsylvania
$432K
KFA
1062
Krane Funds Advisors
New York
$431K
AAM
1063
Aureus Asset Management
Massachusetts
$431K
MKC
1064
M. Kraus & Co
Vermont
$431K
BFS
1065
Beacon Financial Strategies
North Carolina
$430K
CCM
1066
Carderock Capital Management
Maryland
$429K
FMB
1067
Field & Main Bank
Kentucky
$427K
CAM
1068
Chesapeake Asset Management
New York
$427K
FFP
1069
FourThought Financial Partners
Florida
$426K
ABC
1070
Associated Banc-Corp
Wisconsin
$426K
RIM
1071
RW Investment Management
Idaho
$425K
IAIM
1072
International Assets Investment Management
Florida
$424K
FIA
1073
Foundations Investment Advisors
Arizona
$423K
SIC
1074
Sigma Investment Counselors
Michigan
$421K
JMFC
1075
J.M. Forbes & Co
Massachusetts
$420K