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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
Los Angeles Capital Management
1351
Los Angeles Capital Management
California
$223K
WG
1352
Wealth Group
North Carolina
$221K
BHWM
1353
Bar Harbor Wealth Management
New Hampshire
$220K
CFO
1354
CVA Family Office
Colorado
$219K
FG
1355
Foster Group
Iowa
$218K
GEA
1356
Glen Eagle Advisors
New Jersey
$218K
HFAS
1357
Hummer Financial Advisory Services
Illinois
$218K
CISOA
1358
Capital Investment Services of America
Wisconsin
$218K
PTC
1359
Philadelphia Trust Company
Pennsylvania
$218K
IPWA
1360
International Private Wealth Advisors
California
$218K
MCAI
1361
Members Capital Advisors Inc
Wisconsin
$218K
WFI
1362
West Family Investments
California
$218K
CAG
1363
Crestwood Advisors Group
Massachusetts
$216K
CWM
1364
Connecticut Wealth Management
Connecticut
$216K
TFM
1365
TFC Financial Management
Massachusetts
$216K
MKA
1366
M. Kulyk & Associates
Georgia
$215K
HPM
1367
Hoxton Planning & Management
West Virginia
$215K
VPP
1368
Vertex Planning Partners
Illinois
$214K
WF
1369
Wayfinding Financial
Washington
$214K
WTA
1370
Washington Trust Advisors
Massachusetts
$214K
VF
1371
Vista Finance
Missouri
$213K
VNA
1372
Valley National Advisers
Pennsylvania
$213K
NHC
1373
Nicholas Hoffman & Company
Georgia
$213K
HIW
1374
Holos Integrated Wealth
Pennsylvania
$212K
BRA
1375
Bender Robert & Associates
California
$212K