PAYX icon

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 %
KWA
1201
Kingswood Wealth Advisors
California
$304K -$15.1K -104 -5%
FCA
1202
FLC Capital Advisors
California
$304K +$145 +1 +0%
BO
1203
Bank OZK
Arkansas
$302K +$18K +124 +6%
CB
1204
Community Bank
New York
$302K – – –
KA
1205
Klingman & Associates
New York
$301K +$301K +2,069 New
WA
1206
WBH Advisory
Maryland
$300K -$8.73K -60 -3%
AWM
1207
Aberdeen Wealth Management
Illinois
$300K +$291 +2 +0.1%
SIC
1208
Sterling Investment Counsel
New York
$298K – – –
SWK
1209
Stephen W. Kidder
$297K -$19.6K -135 -6%
AWM
1210
Aries Wealth Management
Maine
$297K – – –
WAAG
1211
Wealth Alliance Advisory Group
Kansas
$296K -$170K -1,172 -37%
NPT
1212
Nixon Peabody Trust
Massachusetts
$295K -$24.4K -168 -8%
SFWC
1213
Strategic Family Wealth Counselors
New Jersey
$295K -$14.7K -101 -5%
BMCM
1214
Bryn Mawr Capital Management
Pennsylvania
$294K +$2.18K +15 +0.7%
Twin Tree Management
1215
Twin Tree Management
Texas
$293K -$1.98M -13,633 -87%
PWMG
1216
Pinnacle Wealth Management Group
Michigan
$292K – – –
SJL
1217
Shayne & Jacobs LLC
Tennessee
$291K – – –
SAM
1218
Sequent Asset Management
Texas
$291K – – –
NFC
1219
Northeast Financial Consultants
Connecticut
$291K – – –
LRIC
1220
Long Road Investment Counsel
Michigan
$291K – – –
PIM
1221
Provident Investment Management
Michigan
$291K – – –
BHIA
1222
Birch Hill Investment Advisors
Massachusetts
$290K -$17.4K -120 -6%
ZIM
1223
Zacks Investment Management
Illinois
$290K +$79.7K +548 +38%
WAM
1224
WNY Asset Management
New York
$289K +$291 +2 +0.1%
SEIA
1225
Signature Estate & Investment Advisors
California
$288K +$5.96K +41 +2%
47 48
49
50 51