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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
CW
1326
Code Waechter
Florida
$236K
CCM
1327
Chaney Capital Management
Washington
$234K
IAS
1328
Investment Advisory Services
Texas
$234K
BWM
1329
BlackDiamond Wealth Management
New York
$233K
HJGA
1330
Hardman Johnston Global Advisors
Connecticut
$233K
TWM
1331
TCFG Wealth Management
California
$232K
GA
1332
GoalVest Advisory
New York
$232K
C
1333
Covestor
United Kingdom
$229K
QWM
1334
Quaker Wealth Management
New Jersey
$229K
WIC
1335
Wilkins Investment Counsel
Massachusetts
$228K
FMI
1336
F/M Investments
District of Columbia
$227K
JWWM
1337
Johnson & White Wealth Management
Pennsylvania
$227K
SFG
1338
SNS Financial Group
Minnesota
$227K
WC
1339
Woodstock Corp
Massachusetts
$227K
SB
1340
SIG Brokerage
New York
$226K
LOPW
1341
Live Oak Private Wealth
North Carolina
$226K
AC
1342
Avestar Capital
New York
$226K
MFS
1343
Madrona Financial Services
Washington
$225K
ACM
1344
Allred Capital Management
Texas
$225K
FAM
1345
Formidable Asset Management
Ohio
$225K
VC
1346
Veery Capital
Delaware
$224K
OL
1347
one8zero8 LLC
North Carolina
$224K
PFM
1348
Patton Fund Management
Texas
$224K
TF
1349
Trek Financial
Arizona
$223K
FSA
1350
Franklin Street Advisors
North Carolina
$223K