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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
HJGA
1326
Hardman Johnston Global Advisors
Connecticut
$233K
TWM
1327
TCFG Wealth Management
California
$232K
GA
1328
GoalVest Advisory
New York
$232K
C
1329
Covestor
United Kingdom
$229K
QWM
1330
Quaker Wealth Management
New Jersey
$229K
WIC
1331
Wilkins Investment Counsel
Massachusetts
$228K
FMI
1332
F/M Investments
District of Columbia
$227K
JWWM
1333
Johnson & White Wealth Management
Pennsylvania
$227K
SFG
1334
SNS Financial Group
Minnesota
$227K
WC
1335
Woodstock Corp
Massachusetts
$227K
SB
1336
SIG Brokerage
New York
$226K
LOPW
1337
Live Oak Private Wealth
North Carolina
$226K
AC
1338
Avestar Capital
New York
$226K
MFS
1339
Madrona Financial Services
Washington
$225K
ACM
1340
Allred Capital Management
Texas
$225K
FAM
1341
Formidable Asset Management
Ohio
$225K
VC
1342
Veery Capital
Delaware
$224K
OL
1343
one8zero8 LLC
North Carolina
$224K
PFM
1344
Patton Fund Management
Texas
$224K
TF
1345
Trek Financial
Arizona
$223K
FSA
1346
Franklin Street Advisors
North Carolina
$223K
Los Angeles Capital Management
1347
Los Angeles Capital Management
California
$223K
WG
1348
Wealth Group
North Carolina
$221K
BHWM
1349
Bar Harbor Wealth Management
New Hampshire
$220K
CFO
1350
CVA Family Office
Colorado
$219K