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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
AIM
1251
Aspen Investment Management
Michigan
$278K
BCM
1252
Becker Capital Management
Oregon
$278K
PMG
1253
ProVise Management Group
Florida
$276K
CSB
1254
City State Bank
Iowa
$275K
FIM
1255
Freedom Investment Management
Connecticut
$275K
MFG
1256
Magnus Financial Group
New York
$274K
CAWM
1257
Capital Advisors Wealth Management
Washington
$274K
KFS
1258
Kelly Financial Services
Massachusetts
$273K
SIC
1259
Schwartz Investment Counsel
Michigan
$273K
VA
1260
VestGen Advisors
Illinois
$273K
DJSG
1261
D.J. St. Germain
Massachusetts
$273K
WBC
1262
Westpac Banking Corp
Australia
$273K
AWAG
1263
ARS Wealth Advisors Group
Florida
$272K
JF
1264
Joule Financial
Kentucky
$271K
MPM
1265
MBB Public Markets
Illinois
$271K
TW
1266
TritonPoint Wealth
Maryland
$271K
VAG
1267
VisionPoint Advisory Group
Texas
$269K
BTWM
1268
Brass Tax Wealth Management
Ohio
$269K
LWL
1269
Leo Wealth LLC
Texas
$269K
TCOT
1270
Trust Company of Toledo
Ohio
$269K
OHWA
1271
Oak Hill Wealth Advisors
Virginia
$267K
LS
1272
Livforsakringsbolaget Skandia
Sweden
$266K
SR
1273
Syntax Research
Florida
$266K
PIA
1274
Pinion Investment Advisors
Kansas
$265K
QWP
1275
Quotient Wealth Partners
Texas
$265K