PAYX icon

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 %
SAM
1276
SP Asset Management
California
$260K +$1.75K +12 +0.7%
PWPS
1277
Pinnacle Wealth Planning Services
Ohio
$259K +$259K +1,778 New
Two Sigma Investments
1278
Two Sigma Investments
New York
$258K -$2.07M -14,200 -89%
SCI
1279
S&CO Inc
Massachusetts
$258K – – –
PDL
1280
Portfolio Design Labs
California
$258K -$50K -344 -16%
GM
1281
GeoWealth Management
Illinois
$257K -$40K -275 -13%
CASB
1282
Cape Ann Savings Bank
Massachusetts
$257K +$37.8K +260 +17%
PCM
1283
Penserra Capital Management
California
$257K -$754K -5,199 -75%
CWM
1284
Cranbrook Wealth Management
Michigan
$256K – – –
SIG
1285
Sargent Investment Group
Maryland
$255K +$67.6K +486 +36%
MSS
1286
Mitchell Sinkler & Starr
Pennsylvania
$255K – – –
LI
1287
LMCG Investments
Massachusetts
$255K – – –
VEA
1288
Virtus ETF Advisers
New York
$255K +$255K +1,750 New
BCM
1289
Brown Capital Management
Maryland
$252K -$42.9K -295 -15%
MSAM
1290
Moloney Securities Asset Management
Missouri
$252K – – –
AA
1291
Alta Advisers
United Kingdom
$252K – – –
SWM
1292
SeaCrest Wealth Management
New York
$251K -$88.5K -608 -26%
CSPIA
1293
Cary Street Partners Investment Advisory
Virginia
$251K +$38.5K +265 +18%
BDL
1294
Bey-Douglas LLC
Georgia
$248K +$248K +1,705 New
SAM
1295
Smithbridge Asset Management
Pennsylvania
$247K – – –
AAS
1296
Ameritas Advisory Services
Nebraska
$247K -$3.93K -27 -2%
GLA
1297
Great Lakes Advisors
Illinois
$246K – – –
TWM
1298
Tradition Wealth Management
Minnesota
$244K +$5.97K +41 +3%
MWPCG
1299
Measured Wealth Private Client Group
New Hampshire
$244K – – –
MFA
1300
Mayflower Financial Advisors
Massachusetts
$243K +$6.84K +47 +3%
50 51
52
53 54