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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
FCP
1176
Fidelis Capital Partners
Florida
$329K
CRC
1177
Curi RMB Capital
Illinois
$329K
HDA
1178
Harold Davidson & Associates
California
$327K
SWM
1179
Stockman Wealth Management
Montana
$327K
FMLI
1180
Fukoku Mutual Life Insurance
Japan
$327K
SL
1181
SWMG LLC
Texas
$326K
UF
1182
Univest Financial
Pennsylvania
$326K
First Manhattan
1183
First Manhattan
New York
$325K
PIA
1184
Powell Investment Advisors
Florida
$324K
WCM
1185
Weaver Capital Management
Georgia
$322K
MIM
1186
Moseley Investment Management
Florida
$322K
PEA
1187
Park Edge Advisors
Ohio
$321K
OC
1188
Oarsman Capital
Wisconsin
$321K
SC
1189
Searle & Co
Connecticut
$320K
BWP
1190
BSW Wealth Partners
Colorado
$319K
MYLI
1191
Meiji Yasuda Life Insurance
Japan
$319K
GWANC
1192
Guardian Wealth Advisors (North Carolina)
North Carolina
$319K
DT
1193
Diversified Trust
Tennessee
$318K
FLI
1194
Family Legacy Inc
South Carolina
$314K
CAM
1195
Creekmur Asset Management
Illinois
$312K
CCP
1196
Carmel Capital Partners
California
$312K
LNB
1197
Ledyard National Bank
$311K
KCAM
1198
Kagan Cocozza Asset Management
New Jersey
$310K
OC
1199
Oakworth Capital
Alabama
$310K
WA
1200
Wambolt & Associates
Colorado
$310K