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Paychex
PAYX

Overview Fund Activity

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

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$101M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$83.5M
3
Select Equity Group
Select Equity Group
New York
+$81M
4
UBS AM
UBS AM
Illinois
+$69.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$457M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$199M
3
Morgan Stanley
Morgan Stanley
New York
-$184M
4
UBS Group
UBS Group
Switzerland
-$74.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$73.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGF
1101
LGT Group Foundation
Liechtenstein
$388K +$20.7K +142 +6%
SFG
1102
SevenBridge Financial Group
Pennsylvania
$388K – – –
NFP
1103
NorthLanding Financial Partners
New York
$388K – – –
SFS
1104
Sowell Financial Services
Arkansas
$387K -$10.3K -71 -3%
TPA
1105
Trivium Point Advisory
Connecticut
$386K +$727 +5 +0.2%
AFT
1106
Alpha Family Trust
California
$383K – – –
ALAM
1107
Asahi Life Asset Management
Japan
$383K – – –
AGP
1108
Autumn Glory Partners
Texas
$383K – – –
SAM
1109
Smartleaf Asset Management
Massachusetts
$381K +$12.8K +89 +3%
WTFG
1110
Wood Tarver Financial Group
Idaho
$380K – – –
WP
1111
Westmount Partners
California
$379K +$2.18K +15 +0.6%
FWP
1112
FAS Wealth Partners
Kansas
$378K +$12.1K +83 +3%
PMSA
1113
Patrick M. Sweeney & Associates
Illinois
$377K – – –
TBT
1114
Texas Bank & Trust
Texas
$377K – – –
ORG
1115
Optimist Retirement Group
Washington
$377K -$31.6K -217 -8%
MG
1116
Mather Group
Illinois
$377K -$5.82K -40 -2%
AO
1117
Advisor OS
Illinois
$374K +$22.3K +153 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
1118
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$374K -$3.47M -23,838 -90%
AAP
1119
Arax Advisory Partners
Colorado
$374K +$132K +401 +55%
AIC
1120
Archer Investment Corporation
Indiana
$374K +$231K +1,588 +162%
BAM
1121
Berkshire Asset Management
Pennsylvania
$372K -$52.8K -363 -12%
BCM
1122
Buckhead Capital Management
Georgia
$371K -$4.95K -34 -1%
SAM
1123
Silvercrest Asset Management
New York
$371K +$8K +55 +2%
RGC
1124
Roberts, Glore & Co
Illinois
$371K -$14.5K -100 -4%
LFG
1125
Larson Financial Group
Missouri
$370K +$152K +1,043 +70%
43 44
45
46 47