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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
MHC
1051
Meyer Handelman Company
New York
$451K
WB
1052
WesBanco Bank
West Virginia
$451K
BFO
1053
Biltmore Family Office
North Carolina
$451K
PIM
1054
Penobscot Investment Management
Massachusetts
$447K
DIM
1055
Delta Investment Management
California
$445K
AFA
1056
AA Financial Advisors
Ohio
$443K
SWP
1057
Summit Wealth Partners
Florida
$440K
FAM
1058
Flaharty Asset Management
Florida
$440K
RDWM
1059
Red Door Wealth Management
Tennessee
$438K
RBC
1060
Romano Brothers & Co
Illinois
$437K
BTI
1061
Blue Trust Inc
Georgia
$437K
CAM
1062
Close Asset Management
United Kingdom
$436K
CCAM
1063
Cascades Capital Asset Management
North Carolina
$436K
CFP
1064
Catalyst Financial Partners
Massachusetts
$434K
AFG
1065
Allegheny Financial Group
Pennsylvania
$432K
KFA
1066
Krane Funds Advisors
New York
$431K
AAM
1067
Aureus Asset Management
Massachusetts
$431K
MKC
1068
M. Kraus & Co
Vermont
$431K
BFS
1069
Beacon Financial Strategies
North Carolina
$430K
CCM
1070
Carderock Capital Management
Maryland
$429K
FMB
1071
Field & Main Bank
Kentucky
$427K
CAM
1072
Chesapeake Asset Management
New York
$427K
FFP
1073
FourThought Financial Partners
Florida
$426K
ABC
1074
Associated Banc-Corp
Wisconsin
$426K
RIM
1075
RW Investment Management
Idaho
$425K