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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
CNTOF
1101
Canandaigua National Trust of Florida
New York
$395K
SRL
1102
Scientech Research LLC
New Jersey
$395K
PAMG
1103
Patton Albertson Miller Group
Tennessee
$393K
AWP
1104
Ascent Wealth Partners
New York
$393K
OCPWS
1105
One Charles Private Wealth Services
Massachusetts
$393K
AOWM
1106
Alpha Omega Wealth Management
Virginia
$390K
HIC
1107
Holderness Investments Company
North Carolina
$390K
KIA
1108
KCM Investment Advisors
California
$390K
LGF
1109
LGT Group Foundation
Liechtenstein
$388K
SFG
1110
SevenBridge Financial Group
Pennsylvania
$388K
NFP
1111
NorthLanding Financial Partners
New York
$388K
SFS
1112
Sowell Financial Services
Arkansas
$387K
TPA
1113
Trivium Point Advisory
Connecticut
$386K
AFT
1114
Alpha Family Trust
California
$383K
AGP
1115
Autumn Glory Partners
Texas
$383K
ALAM
1116
Asahi Life Asset Management
Japan
$383K
SAM
1117
Smartleaf Asset Management
Massachusetts
$381K
WTFG
1118
Wood Tarver Financial Group
Idaho
$380K
WP
1119
Westmount Partners
California
$379K
FWP
1120
FAS Wealth Partners
Kansas
$378K
PMSA
1121
Patrick M. Sweeney & Associates
Illinois
$377K
TBT
1122
Texas Bank & Trust
Texas
$377K
ORG
1123
Optimist Retirement Group
Washington
$377K
MG
1124
Mather Group
Illinois
$377K
AO
1125
Advisor OS
Illinois
$374K