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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
FWCM
1076
Ferguson Wellman Capital Management
Oregon
$418K
CS
1077
Cannell & Spears
New York
$415K
MWM
1078
Mattern Wealth Management
Kansas
$413K
MPIA
1079
Mountain Pacific Investment Advisers
Idaho
$411K
CI
1080
CX Institutional
Indiana
$411K
AWA
1081
Aaron Wealth Advisors
Illinois
$411K
AF
1082
Apollon Financial
South Carolina
$410K
FNC
1083
First National Corp
Massachusetts
$408K
NQWM
1084
Northwest Quadrant Wealth Management
Oregon
$408K
Fisher Asset Management
1085
Fisher Asset Management
Washington
$406K
SP
1086
Successful Portfolios
Florida
$406K
AF
1087
Arrow Financial
New York
$406K
DBRC
1088
D.B. Root & Company
Pennsylvania
$403K
FFBTD
1089
First Financial Bank - Trust Division
Ohio
$403K
SFS
1090
Security Financial Services
Indiana
$402K
SPF
1091
South Plains Financial
Texas
$402K
CTC
1092
Central Trust Company
Missouri
$401K
DOA
1093
D'Orazio & Associates
Virginia
$400K
HWA
1094
Heritage Wealth Advisors
Virginia
$400K
SAM
1095
Strategy Asset Managers
California
$400K
MMHP
1096
Murphy Middleton Hinkle & Parker
Georgia
$400K
TWM
1097
Trueblood Wealth Management
Ohio
$398K
NWM
1098
Northcape Wealth Management
New York
$396K
T. Rowe Price Investment Management
1099
T. Rowe Price Investment Management
Maryland
$396K
IIA
1100
ICW Investment Advisors
Arizona
$395K