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Paychex

1,655 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: 1,6831,655 (-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
1,655
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
CSPIA
1301
Cary Street Partners Investment Advisory
Virginia
$251K
BDL
1302
Bey-Douglas LLC
Georgia
$248K
SAM
1303
Smithbridge Asset Management
Pennsylvania
$247K
AAS
1304
Ameritas Advisory Services
Nebraska
$247K
GLA
1305
Great Lakes Advisors
Illinois
$246K
TWM
1306
Tradition Wealth Management
Minnesota
$244K
MWPCG
1307
Measured Wealth Private Client Group
New Hampshire
$244K
MFA
1308
Mayflower Financial Advisors
Massachusetts
$243K
KWMG
1309
King Wealth Management Group
Florida
$243K
ZF
1310
Zhang Financial
Michigan
$242K
MRP
1311
Measured Risk Portfolios
California
$242K
WIS
1312
Wright Investors Service
Connecticut
$242K
ETS
1313
ESL Trust Services
New York
$240K
SWM
1314
Shepherd Wealth Management
Ohio
$240K
NCFG
1315
New Century Financial Group
New Jersey
$239K
VDI
1316
Vaughan David Investments
Illinois
$239K
EA
1317
Everpar Advisors
Oklahoma
$239K
MMCM
1318
Murphy & Mullick Capital Management
New York
$238K
CAM
1319
Cidel Asset Management
Ontario, Canada
$237K
BONH
1320
Bank of New Hampshire
New Hampshire
$237K
GIM
1321
Goelzer Investment Management
Indiana
$237K
CW
1322
Code Waechter
Florida
$236K
CCM
1323
Chaney Capital Management
Washington
$234K
IAS
1324
Investment Advisory Services
Texas
$234K
BWM
1325
BlackDiamond Wealth Management
New York
$233K