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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 %
LC
1151
Lavaca Capital
Texas
$346K +$2.33K +16 +0.7%
PI
1152
Pettee Investors
Connecticut
$345K – – –
SGI
1153
Summit Global Investments
Utah
$344K +$344K +2,362 New
EIA
1154
Edgemoor Investment Advisors
Maryland
$344K +$18.2K +125 +6%
IAS
1155
Insigneo Advisory Services
Florida
$343K -$6.4K -44 -2%
RCM
1156
RB Capital Management
Nevada
$341K -$2.62K -18 -0.8%
BWG
1157
Berry Wealth Group
Texas
$340K +$25.9K +178 +8%
PCMF
1158
Private Capital Management (Florida)
Florida
$337K +$337K +2,317 New
SB
1159
Sunflower Bank
Texas
$335K +$10.9K +75 +3%
MAG
1160
MRA Advisory Group
New Jersey
$335K +$38K +261 +13%
FA
1161
Fiducient Advisors
Illinois
$334K +$1.31K +9 +0.4%
CAM
1162
Costello Asset Management
Pennsylvania
$334K -$1.12M -7,705 -77%
MM
1163
MQS Management
New York
$333K +$124K +852 +59%
SFA
1164
Seneca Financial Advisors
New York
$333K -$21.5K -148 -6%
NL
1165
Navalign LLC
California
$333K – – –
CFS
1166
Commonwealth Financial Services
West Virginia
$330K +$1.16K +8 +0.4%
VP
1167
Verum Partners
North Carolina
$330K -$2.62K -18 -0.8%
FCP
1168
Fidelis Capital Partners
Florida
$329K +$30.5K +219 +10%
CRC
1169
Curi RMB Capital
Illinois
$329K +$329K +2,261 New
HDA
1170
Harold Davidson & Associates
California
$327K -$13.1K -90 -4%
SWM
1171
Stockman Wealth Management
Montana
$327K – – –
FMLI
1172
Fukoku Mutual Life Insurance
Japan
$327K – – –
SL
1173
SWMG LLC
Texas
$326K +$326K +2,232 New
UF
1174
Univest Financial
Pennsylvania
$326K -$116K -798 -26%
First Manhattan
1175
First Manhattan
New York
$325K -$6.11K -42 -2%
45 46
47
48 49