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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
IAIM
1076
International Assets Investment Management
Florida
$424K
FIA
1077
Foundations Investment Advisors
Arizona
$423K
SIC
1078
Sigma Investment Counselors
Michigan
$421K
JMFC
1079
J.M. Forbes & Co
Massachusetts
$420K
FWCM
1080
Ferguson Wellman Capital Management
Oregon
$418K
CS
1081
Cannell & Spears
New York
$415K
MWM
1082
Mattern Wealth Management
Kansas
$413K
MPIA
1083
Mountain Pacific Investment Advisers
Idaho
$411K
CI
1084
CX Institutional
Indiana
$411K
AWA
1085
Aaron Wealth Advisors
Illinois
$411K
AF
1086
Apollon Financial
South Carolina
$410K
FNC
1087
First National Corp
Massachusetts
$408K
NQWM
1088
Northwest Quadrant Wealth Management
Oregon
$408K
Fisher Asset Management
1089
Fisher Asset Management
Washington
$406K
SP
1090
Successful Portfolios
Florida
$406K
AF
1091
Arrow Financial
New York
$406K
DBRC
1092
D.B. Root & Company
Pennsylvania
$403K
FFBTD
1093
First Financial Bank - Trust Division
Ohio
$403K
SFS
1094
Security Financial Services
Indiana
$402K
SPF
1095
South Plains Financial
Texas
$402K
CTC
1096
Central Trust Company
Missouri
$401K
DOA
1097
D'Orazio & Associates
Virginia
$400K
HWA
1098
Heritage Wealth Advisors
Virginia
$400K
SAM
1099
Strategy Asset Managers
California
$400K
MMHP
1100
Murphy Middleton Hinkle & Parker
Georgia
$400K