PAYX icon

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 %
KWMG
1301
King Wealth Management Group
Florida
$243K
ZF
1302
Zhang Financial
Michigan
$242K
MRP
1303
Measured Risk Portfolios
California
$242K -$10.9K -75 -4%
WIS
1304
Wright Investors Service
Connecticut
$242K +$5.67K +39 +2%
ETS
1305
ESL Trust Services
New York
$240K
SWM
1306
Shepherd Wealth Management
Ohio
$240K +$240K +1,700 New
NCFG
1307
New Century Financial Group
New Jersey
$239K +$239K +1,645 New
VDI
1308
Vaughan David Investments
Illinois
$239K -$43.7K -300 -15%
EA
1309
Everpar Advisors
Oklahoma
$239K +$239K +1,642 New
MMCM
1310
Murphy & Mullick Capital Management
New York
$238K
CAM
1311
Cidel Asset Management
Ontario, Canada
$237K
GIM
1312
Goelzer Investment Management
Indiana
$237K
BONH
1313
Bank of New Hampshire
New Hampshire
$237K
CW
1314
Code Waechter
Florida
$236K +$28.7K +197 +14%
CCM
1315
Chaney Capital Management
Washington
$234K
IAS
1316
Investment Advisory Services
Texas
$234K +$234K +1,609 New
BWM
1317
BlackDiamond Wealth Management
New York
$233K -$442 -3 -0.2%
HJGA
1318
Hardman Johnston Global Advisors
Connecticut
$233K
TWM
1319
TCFG Wealth Management
California
$232K -$5.09K -35 -2%
GA
1320
GoalVest Advisory
New York
$232K -$5.82K -40 -2%
C
1321
Covestor
United Kingdom
$229K -$51.9K -357 -18%
QWM
1322
Quaker Wealth Management
New Jersey
$229K +$229K +1,571 New
WIC
1323
Wilkins Investment Counsel
Massachusetts
$228K -$50.3K -346 -18%
FMI
1324
F/M Investments
District of Columbia
$227K -$125K -859 -35%
JWWM
1325
Johnson & White Wealth Management
Pennsylvania
$227K