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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
TPWA
1276
TRUE Private Wealth Advisors
Oregon
$264K
IC
1277
Iconiq Capital
California
$264K
IB
1278
Intrust Bank
Kansas
$263K
PP
1279
PDS Planning
Ohio
$262K
CB
1280
Centennial Bank
Arkansas
$262K
OCG
1281
Opus Capital Group
Ohio
$261K
AW
1282
Apricus Wealth
South Carolina
$261K
GWS
1283
Greykasell Wealth Strategies
California
$260K
SAM
1284
SP Asset Management
California
$260K
PWPS
1285
Pinnacle Wealth Planning Services
Ohio
$259K
Two Sigma Investments
1286
Two Sigma Investments
New York
$258K
SCI
1287
S&CO Inc
Massachusetts
$258K
PDL
1288
Portfolio Design Labs
California
$258K
GM
1289
GeoWealth Management
Illinois
$257K
CASB
1290
Cape Ann Savings Bank
Massachusetts
$257K
PCM
1291
Penserra Capital Management
California
$257K
CWM
1292
Cranbrook Wealth Management
Michigan
$256K
SIG
1293
Sargent Investment Group
Maryland
$255K
LI
1294
LMCG Investments
Massachusetts
$255K
MSS
1295
Mitchell Sinkler & Starr
Pennsylvania
$255K
VEA
1296
Virtus ETF Advisers
New York
$255K
BCM
1297
Brown Capital Management
Maryland
$252K
MSAM
1298
Moloney Securities Asset Management
Missouri
$252K
AA
1299
Alta Advisers
United Kingdom
$252K
SWM
1300
SeaCrest Wealth Management
New York
$251K