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Paychex

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
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
1251
Schwartz Investment Counsel
Michigan
$273K
VA
1252
VestGen Advisors
Illinois
$273K +$19.8K +136 +8%
DJSG
1253
D.J. St. Germain
Massachusetts
$273K -$55.1K -379 -17%
WBC
1254
Westpac Banking Corp
Australia
$273K
AWAG
1255
ARS Wealth Advisors Group
Florida
$272K +$436 +3 +0.2%
JF
1256
Joule Financial
Kentucky
$271K +$66.9K +460 +33%
MPM
1257
MBB Public Markets
Illinois
$271K -$59.6K -410 -18%
TW
1258
TritonPoint Wealth
Maryland
$271K -$436 -3 -0.2%
VAG
1259
VisionPoint Advisory Group
Texas
$269K +$269K +1,852 New
BTWM
1260
Brass Tax Wealth Management
Ohio
$269K -$6.84K -47 -2%
LWL
1261
Leo Wealth LLC
Texas
$269K +$43.2K +297 +19%
TCOT
1262
Trust Company of Toledo
Ohio
$269K +$16.4K +113 +7%
OHWA
1263
Oak Hill Wealth Advisors
Virginia
$267K
LS
1264
Livforsakringsbolaget Skandia
Sweden
$266K
SR
1265
Syntax Research
Florida
$266K
PIA
1266
Pinion Investment Advisors
Kansas
$265K +$145 +1 +0.1%
QWP
1267
Quotient Wealth Partners
Texas
$265K +$29.2K +201 +12%
TPWA
1268
TRUE Private Wealth Advisors
Oregon
$264K -$5.09K -35 -2%
IC
1269
Iconiq Capital
California
$264K +$10.3K +71 +4%
IB
1270
Intrust Bank
Kansas
$263K -$121K -830 -31%
PP
1271
PDS Planning
Ohio
$262K +$8.58K +59 +3%
CB
1272
Centennial Bank
Arkansas
$262K -$2.18K -15 -0.8%
OCG
1273
Opus Capital Group
Ohio
$261K
AW
1274
Apricus Wealth
South Carolina
$261K -$18.2K -125 -7%
GWS
1275
Greykasell Wealth Strategies
California
$260K