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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
AR
1251
Apeiron RIA
Texas
$279K
CWM
1252
Cahaba Wealth Management
Georgia
$279K
EA
1253
Enclave Advisors
Texas
$279K
BFAG
1254
Blackston Financial Advisory Group
Florida
$278K
AIM
1255
Aspen Investment Management
Michigan
$278K
BCM
1256
Becker Capital Management
Oregon
$278K
PMG
1257
ProVise Management Group
Florida
$276K
CSB
1258
City State Bank
Iowa
$275K
FIM
1259
Freedom Investment Management
Connecticut
$275K
MFG
1260
Magnus Financial Group
New York
$274K
CAWM
1261
Capital Advisors Wealth Management
Washington
$274K
KFS
1262
Kelly Financial Services
Massachusetts
$273K
SIC
1263
Schwartz Investment Counsel
Michigan
$273K
VA
1264
VestGen Advisors
Illinois
$273K
DJSG
1265
D.J. St. Germain
Massachusetts
$273K
WBC
1266
Westpac Banking Corp
Australia
$273K
AWAG
1267
ARS Wealth Advisors Group
Florida
$272K
JF
1268
Joule Financial
Kentucky
$271K
MPM
1269
MBB Public Markets
Illinois
$271K
TW
1270
TritonPoint Wealth
Maryland
$271K
VAG
1271
VisionPoint Advisory Group
Texas
$269K
BTWM
1272
Brass Tax Wealth Management
Ohio
$269K
LWL
1273
Leo Wealth LLC
Texas
$269K
TCOT
1274
Trust Company of Toledo
Ohio
$269K
OHWA
1275
Oak Hill Wealth Advisors
Virginia
$267K