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Paychex
PAYX

Overview Fund Activity

1,644 hedge funds and large institutions have $40.5B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 591 increasing their positions, 608 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-37
Holders Change %
-2.2%
% of All Funds
22.03%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.28%
New
110
Increased
591
Reduced
608
Closed
117
Calls
$315M
Puts
$319M
Net Calls
-$4.73M
Net Calls Change
-$63.2M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$101M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$83.5M
3
Select Equity Group
Select Equity Group
New York
+$81M
4
UBS AM
UBS AM
Illinois
+$69.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$457M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$199M
3
Morgan Stanley
Morgan Stanley
New York
-$184M
4
UBS Group
UBS Group
Switzerland
-$74.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$73.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
1351
Crestwood Advisors Group
Massachusetts
$216K +$291 +2 +0.1%
CWM
1352
Connecticut Wealth Management
Connecticut
$216K – – –
TFM
1353
TFC Financial Management
Massachusetts
$216K – – –
MKA
1354
M. Kulyk & Associates
Georgia
$215K – – –
HPM
1355
Hoxton Planning & Management
West Virginia
$215K +$291 +2 +0.1%
VPP
1356
Vertex Planning Partners
Illinois
$214K – – –
WF
1357
Wayfinding Financial
Washington
$214K -$4.17K -30 -2%
WTA
1358
Washington Trust Advisors
Massachusetts
$214K – – –
VF
1359
Vista Finance
Missouri
$213K – – –
VNA
1360
Valley National Advisers
Pennsylvania
$213K -$869 -6 -0.4%
NHC
1361
Nicholas Hoffman & Company
Georgia
$213K +$213K +1,464 New
HIW
1362
Holos Integrated Wealth
Pennsylvania
$212K -$28.8K -204 -12%
BRA
1363
Bender Robert & Associates
California
$212K – – –
JIP
1364
Jaffetilchin Investment Partners
Florida
$211K +$436 +3 +0.2%
NC
1365
NBW Capital
Massachusetts
$211K +$13.5K +93 +7%
ST
1366
Smithfield Trust
Pennsylvania
$211K – – –
PPC
1367
Park Place Capital
Alabama
$211K -$164K -1,114 -44%
LAM
1368
L2 Asset Management
Massachusetts
$210K +$10.5K +72 +5%
CCA
1369
Childress Capital Advisors
Texas
$208K -$8.29K -57 -4%
DSC
1370
Duncker Streett & Co
Missouri
$208K +$727 +5 +0.4%
VF
1371
Vest Financial
Virginia
$208K – – –
UCB
1372
United Community Bank
South Carolina
$207K -$436 -3 -0.2%
GCM
1373
Gallacher Capital Management
Colorado
$206K -$32K -220 -13%
CFD
1374
Creative Financial Designs
Indiana
$206K – – –
CAL
1375
Capital Advisors Ltd
Ohio
$206K +$146 +1 +0.1%
53 54
55
56 57