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Paychex

1,643 hedge funds and large institutions have $40.5B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 591 increasing their positions, 608 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-38
Holders Change %
-2.26%
% of All Funds
22.02%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.28%
New
109
Increased
591
Reduced
608
Closed
117
Calls
$315M
Puts
$319M
Net Calls
-$4.73M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1376
Spire Wealth Management
Virginia
$205K -$65.6K -451 -24%
MHR
1377
Matthew Hamilton Rosenberg
$205K
MK
1378
MASTERINVEST Kapitalanlage
$205K +$205K +1,406 New
WI
1379
Wedgewood Investors
Pennsylvania
$204K
NDSI
1380
Newman Dignan & Sheerar Inc
Rhode Island
$204K +$204K +1,400 New
AIM
1381
Advyzon Investment Management
Illinois
$203K +$203K +1,398 New
CCWM
1382
Cassaday & Co Wealth Management
Virginia
$203K +$203K +1,395 New
VAM
1383
Verity Asset Management
North Carolina
$203K -$203K -1,393 -50%
ANTB
1384
AMG National Trust Bank
Colorado
$202K
QFA
1385
Quantum Financial Advisors
California
$200K
BCP
1386
Blue Chip Partners
Michigan
$200K +$200K +1,376 New
LAM
1387
Longboard Asset Management
Arizona
$200K
MA
1388
MCF Advisors
Kentucky
$199K +$43.1K +296 +28%
ITIM
1389
Indiana Trust & Investment Management
Indiana
$199K
AF
1390
Advisornet Financial
Minnesota
$196K -$3.78K -26 -2%
TIA
1391
Tiemann Investment Advisors
California
$190K
OBWP
1392
O'Brien Wealth Partners
Massachusetts
$186K +$291 +2 +0.2%
OSNBOA
1393
Old Second National Bank of Aurora
Illinois
$184K
BCM
1394
Blume Capital Management
California
$184K
ANBT
1395
American National Bank & Trust
Texas
$184K +$101K +695 +122%
HBW
1396
Hazlett, Burt & Watson
West Virginia
$181K +$77K +529 +74%
GAG
1397
Goodman Advisory Group
Massachusetts
$180K
PFBT
1398
Parkside Financial Bank & Trust
Missouri
$178K +$24.4K +168 +16%
AA
1399
Addison Advisors
Vermont
$176K +$19.6K +135 +13%
LI
1400
Louisbourg Investments
New Brunswick, Canada
$175K