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Paychex

1,661 hedge funds and large institutions have $40.6B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 597 increasing their positions, 612 reducing their positions, and 119 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: 1,6901,661 (-29)

6% less capital invested

Capital invested by funds: $43.2B → $40.6B (-$2.62B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,661
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
BCM
1301
Brown Capital Management
Maryland
$252K
MSAM
1302
Moloney Securities Asset Management
Missouri
$252K
AA
1303
Alta Advisers
United Kingdom
$252K
SWM
1304
SeaCrest Wealth Management
New York
$251K
CSPIA
1305
Cary Street Partners Investment Advisory
Virginia
$251K
BDL
1306
Bey-Douglas LLC
Georgia
$248K
SAM
1307
Smithbridge Asset Management
Pennsylvania
$247K
AAS
1308
Ameritas Advisory Services
Nebraska
$247K
GLA
1309
Great Lakes Advisors
Illinois
$246K
TWM
1310
Tradition Wealth Management
Minnesota
$244K
MWPCG
1311
Measured Wealth Private Client Group
New Hampshire
$244K
MFA
1312
Mayflower Financial Advisors
Massachusetts
$243K
KWMG
1313
King Wealth Management Group
Florida
$243K
ZF
1314
Zhang Financial
Michigan
$242K
MRP
1315
Measured Risk Portfolios
California
$242K
WIS
1316
Wright Investors Service
Connecticut
$242K
ETS
1317
ESL Trust Services
New York
$240K
SWM
1318
Shepherd Wealth Management
Ohio
$240K
NCFG
1319
New Century Financial Group
New Jersey
$239K
VDI
1320
Vaughan David Investments
Illinois
$239K
EA
1321
Everpar Advisors
Oklahoma
$239K
MMCM
1322
Murphy & Mullick Capital Management
New York
$238K
CAM
1323
Cidel Asset Management
Ontario, Canada
$237K
GIM
1324
Goelzer Investment Management
Indiana
$237K
BONH
1325
Bank of New Hampshire
New Hampshire
$237K