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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 %
NQWM
1076
Northwest Quadrant Wealth Management
Oregon
$408K +$2.33K +16 +0.6%
Fisher Asset Management
1077
Fisher Asset Management
Washington
$406K -$61.1K -420 -13%
SP
1078
Successful Portfolios
Florida
$406K +$145 +1 +0%
AF
1079
Arrow Financial
New York
$406K -$3.64K -25 -0.9%
DBRC
1080
D.B. Root & Company
Pennsylvania
$403K +$2.47K +17 +0.6%
FFBTD
1081
First Financial Bank - Trust Division
Ohio
$403K -$93.1K -640 -19%
SFS
1082
Security Financial Services
Indiana
$402K +$61.7K +424 +18%
SPF
1083
South Plains Financial
Texas
$402K
CTC
1084
Central Trust Company
Missouri
$401K -$24K -165 -6%
DOA
1085
D'Orazio & Associates
Virginia
$400K -$2.91K -20 -0.7%
HWA
1086
Heritage Wealth Advisors
Virginia
$400K -$8.29K -57 -2%
SAM
1087
Strategy Asset Managers
California
$400K -$6.26K -43 -2%
MMHP
1088
Murphy Middleton Hinkle & Parker
Georgia
$400K
TWM
1089
Trueblood Wealth Management
Ohio
$398K -$2.04K -14 -0.5%
NWM
1090
Northcape Wealth Management
New York
$396K -$17K -117 -4%
T. Rowe Price Investment Management
1091
T. Rowe Price Investment Management
Maryland
$396K +$12.8K +88 +3%
IIA
1092
ICW Investment Advisors
Arizona
$395K +$2.04K +14 +0.5%
CNTOF
1093
Canandaigua National Trust of Florida
New York
$395K +$87.6K +602 +28%
SRL
1094
Scientech Research LLC
New Jersey
$395K +$395K +2,713 New
PAMG
1095
Patton Albertson Miller Group
Tennessee
$393K
AWP
1096
Ascent Wealth Partners
New York
$393K
OCPWS
1097
One Charles Private Wealth Services
Massachusetts
$393K
AOWM
1098
Alpha Omega Wealth Management
Virginia
$390K -$7.27K -50 -2%
HIC
1099
Holderness Investments Company
North Carolina
$390K -$43.6K -300 -10%
KIA
1100
KCM Investment Advisors
California
$390K