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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 %
USB
1401
Union Savings Bank
Connecticut
$173K
VCM
1402
Versant Capital Management
Arizona
$170K +$1.46K +10 +0.9%
DMBA
1403
Deseret Mutual Benefit Administrators
Utah
$167K
GWM
1404
Gitterman Wealth Management
New Jersey
$163K +$163K +1,125 New
BC
1405
Barrett & Company
Rhode Island
$163K
EPW
1406
Evergreen Private Wealth
Colorado
$158K -$33.9K -233 -18%
PFG
1407
Putney Financial Group
California
$156K -$14.5K -100 -9%
RWM
1408
Rialto Wealth Management
New York
$152K -$145 -1 -0.1%
SIC
1409
Salem Investment Counselors
North Carolina
$152K -$11.5K -79 -7%
CWM
1410
Centricity Wealth Management
Ohio
$147K
SIM
1411
Sentry Investment Management
Wisconsin
$147K
PP
1412
Pingora Partners
Wyoming
$145K
MBFW
1413
Morton Brown Family Wealth
Pennsylvania
$143K
CH
1414
Cromwell Holdings
Wyoming
$143K +$5.53K +38 +4%
DAM
1415
Delta Asset Management
Tennessee
$141K
HCM
1416
Hollencrest Capital Management
California
$140K
LFA
1417
LGT Financial Advisors
Texas
$139K +$436 +3 +0.3%
MSE
1418
MUFG Securities EMEA
United Kingdom
$137K +$137K +944 New
MWM
1419
Mascoma Wealth Management
New Hampshire
$133K +$291 +2 +0.2%
VC
1420
Vestor Capital
Illinois
$132K +$64.3K +655 +95%
BBPWM
1421
Blue Bell Private Wealth Management
Pennsylvania
$129K +$116K +800 +909%
LCM
1422
Logan Capital Management
Pennsylvania
$129K
OA
1423
Operose Advisors
Wisconsin
$127K
SWA
1424
SOA Wealth Advisors
New York
$125K +$727 +5 +0.6%
OL
1425
OneFund LLC
Florida
$121K +$121K +829 New