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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
TWM
1101
Trueblood Wealth Management
Ohio
$398K
NWM
1102
Northcape Wealth Management
New York
$396K
T. Rowe Price Investment Management
1103
T. Rowe Price Investment Management
Maryland
$396K
IIA
1104
ICW Investment Advisors
Arizona
$395K
CNTOF
1105
Canandaigua National Trust of Florida
New York
$395K
SRL
1106
Scientech Research LLC
New Jersey
$395K
PAMG
1107
Patton Albertson Miller Group
Tennessee
$393K
AWP
1108
Ascent Wealth Partners
New York
$393K
OCPWS
1109
One Charles Private Wealth Services
Massachusetts
$393K
AOWM
1110
Alpha Omega Wealth Management
Virginia
$390K
HIC
1111
Holderness Investments Company
North Carolina
$390K
KIA
1112
KCM Investment Advisors
California
$390K
LGF
1113
LGT Group Foundation
Liechtenstein
$388K
SFG
1114
SevenBridge Financial Group
Pennsylvania
$388K
NFP
1115
NorthLanding Financial Partners
New York
$388K
SFS
1116
Sowell Financial Services
Arkansas
$387K
TPA
1117
Trivium Point Advisory
Connecticut
$386K
AFT
1118
Alpha Family Trust
California
$383K
ALAM
1119
Asahi Life Asset Management
Japan
$383K
AGP
1120
Autumn Glory Partners
Texas
$383K
SAM
1121
Smartleaf Asset Management
Massachusetts
$381K
WTFG
1122
Wood Tarver Financial Group
Idaho
$380K
WP
1123
Westmount Partners
California
$379K
FWP
1124
FAS Wealth Partners
Kansas
$378K
PMSA
1125
Patrick M. Sweeney & Associates
Illinois
$377K