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Paychex

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
Name Holding Trade Value Shares
Change
Shares
Change %
COCM
1376
Charter Oak Capital Management
New Hampshire
$205K -$1.16K -8 -0.6%
SWM
1377
Spire Wealth Management
Virginia
$205K -$65.6K -451 -24%
MHR
1378
Matthew Hamilton Rosenberg
$205K
MK
1379
MASTERINVEST Kapitalanlage
$205K +$205K +1,406 New
WI
1380
Wedgewood Investors
Pennsylvania
$204K
NDSI
1381
Newman Dignan & Sheerar Inc
Rhode Island
$204K +$204K +1,400 New
AIM
1382
Advyzon Investment Management
Illinois
$203K +$203K +1,398 New
CCWM
1383
Cassaday & Co Wealth Management
Virginia
$203K +$203K +1,395 New
VAM
1384
Verity Asset Management
North Carolina
$203K -$203K -1,393 -50%
ANTB
1385
AMG National Trust Bank
Colorado
$202K
QFA
1386
Quantum Financial Advisors
California
$200K
BCP
1387
Blue Chip Partners
Michigan
$200K +$200K +1,376 New
LAM
1388
Longboard Asset Management
Arizona
$200K
MA
1389
MCF Advisors
Kentucky
$199K +$43.1K +296 +28%
ITIM
1390
Indiana Trust & Investment Management
Indiana
$199K
AF
1391
Advisornet Financial
Minnesota
$196K -$3.78K -26 -2%
TIA
1392
Tiemann Investment Advisors
California
$190K
OBWP
1393
O'Brien Wealth Partners
Massachusetts
$186K +$291 +2 +0.2%
OSNBOA
1394
Old Second National Bank of Aurora
Illinois
$184K
BCM
1395
Blume Capital Management
California
$184K
ANBT
1396
American National Bank & Trust
Texas
$184K +$101K +695 +122%
HBW
1397
Hazlett, Burt & Watson
West Virginia
$181K +$77K +529 +74%
GAG
1398
Goodman Advisory Group
Massachusetts
$180K
PFBT
1399
Parkside Financial Bank & Trust
Missouri
$178K +$24.4K +168 +16%
AA
1400
Addison Advisors
Vermont
$176K +$19.6K +135 +13%