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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
LNB
1201
Ledyard National Bank
$311K
KCAM
1202
Kagan Cocozza Asset Management
New Jersey
$310K
OC
1203
Oakworth Capital
Alabama
$310K
WA
1204
Wambolt & Associates
Colorado
$310K
ACA
1205
American Capital Advisory
Idaho
$309K
OAS
1206
Optivise Advisory Services
Tennessee
$308K
SFA
1207
Souders Financial Advisors
Ohio
$308K
PHIC
1208
Pine Haven Investment Counsel
Massachusetts
$307K
SCM
1209
Silvant Capital Management
Georgia
$307K
MAG
1210
M3 Advisory Group
Massachusetts
$306K
SDH
1211
Sloy Dahl & Holst
Washington
$305K
FIB
1212
First Interstate Bank
Montana
$305K
KWA
1213
Kingswood Wealth Advisors
California
$304K
FCA
1214
FLC Capital Advisors
California
$304K
BO
1215
Bank OZK
Arkansas
$302K
CB
1216
Community Bank
New York
$302K
KA
1217
Klingman & Associates
New York
$301K
WA
1218
WBH Advisory
Maryland
$300K
AWM
1219
Aberdeen Wealth Management
Illinois
$300K
SIC
1220
Sterling Investment Counsel
New York
$298K
SWK
1221
Stephen W. Kidder
$297K
AWM
1222
Aries Wealth Management
Maine
$297K
WAAG
1223
Wealth Alliance Advisory Group
Kansas
$296K
NPT
1224
Nixon Peabody Trust
Massachusetts
$295K
SFWC
1225
Strategic Family Wealth Counselors
New Jersey
$295K