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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
ACA
1201
American Capital Advisory
Idaho
$309K
OAS
1202
Optivise Advisory Services
Tennessee
$308K
SFA
1203
Souders Financial Advisors
Ohio
$308K
PHIC
1204
Pine Haven Investment Counsel
Massachusetts
$307K
SCM
1205
Silvant Capital Management
Georgia
$307K
MAG
1206
M3 Advisory Group
Massachusetts
$306K
SDH
1207
Sloy Dahl & Holst
Washington
$305K
FIB
1208
First Interstate Bank
Montana
$305K
KWA
1209
Kingswood Wealth Advisors
California
$304K
FCA
1210
FLC Capital Advisors
California
$304K
BO
1211
Bank OZK
Arkansas
$302K
CB
1212
Community Bank
New York
$302K
KA
1213
Klingman & Associates
New York
$301K
WA
1214
WBH Advisory
Maryland
$300K
AWM
1215
Aberdeen Wealth Management
Illinois
$300K
SIC
1216
Sterling Investment Counsel
New York
$298K
SWK
1217
Stephen W. Kidder
$297K
AWM
1218
Aries Wealth Management
Maine
$297K
WAAG
1219
Wealth Alliance Advisory Group
Kansas
$296K
NPT
1220
Nixon Peabody Trust
Massachusetts
$295K
SFWC
1221
Strategic Family Wealth Counselors
New Jersey
$295K
BMCM
1222
Bryn Mawr Capital Management
Pennsylvania
$294K
Twin Tree Management
1223
Twin Tree Management
Texas
$293K
PWMG
1224
Pinnacle Wealth Management Group
Michigan
$292K
SAM
1225
Sequent Asset Management
Texas
$291K