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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 %
GVAG
1226
Great Valley Advisor Group
Delaware
$287K -$14.8K -102 -5%
TPI
1227
Trust Point Inc
Wisconsin
$287K -$8.87K -61 -3%
MCM
1228
Monument Capital Management
Virginia
$287K +$8.58K +59 +3%
HAIM
1229
Hunter Associates Investment Management
Pennsylvania
$286K – – –
DW
1230
Dodds Wealth
Colorado
$285K – – –
CPC
1231
Consolidated Planning Corp
Georgia
$284K -$68.8K -473 -19%
KAS
1232
KPP Advisory Services
Kentucky
$284K -$291 -2 -0.1%
EFG
1233
Ethos Financial Group
Pennsylvania
$283K +$145 +1 +0.1%
CWG
1234
Cornerstone Wealth Group
North Carolina
$283K +$25.6K +176 +10%
EAM
1235
Evanson Asset Management
California
$282K +$282K +1,937 New
SGAM
1236
Smith Group Asset Management
Texas
$282K -$237K -1,630 -46%
RWM
1237
Rockline Wealth Management
New York
$281K – – –
NF
1238
Nikulski Financial
Iowa
$280K – – –
AR
1239
Apeiron RIA
Texas
$279K -$27.9K -192 -9%
CWM
1240
Cahaba Wealth Management
Georgia
$279K +$6.98K +48 +3%
EA
1241
Enclave Advisors
Texas
$279K -$5.67K -39 -2%
BFAG
1242
Blackston Financial Advisory Group
Florida
$278K -$10.2K -70 -4%
AIM
1243
Aspen Investment Management
Michigan
$278K – – –
BCM
1244
Becker Capital Management
Oregon
$278K – – –
PMG
1245
ProVise Management Group
Florida
$276K -$19.3K -133 -7%
CSB
1246
City State Bank
Iowa
$275K -$10.2K -70 -4%
FIM
1247
Freedom Investment Management
Connecticut
$275K -$10.9K -75 -4%
MFG
1248
Magnus Financial Group
New York
$274K +$1.45K +10 +0.5%
CAWM
1249
Capital Advisors Wealth Management
Washington
$274K -$873 -6 -0.3%
KFS
1250
Kelly Financial Services
Massachusetts
$273K +$31.7K +218 +13%
48 49
50
51 52