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Paychex

1,655 hedge funds and large institutions have $40.5B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 594 increasing their positions, 611 reducing their positions, and 118 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: 1,6831,655 (-28)

6% less capital invested

Capital invested by funds: $43.1B → $40.5B (-$2.64B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,655
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
OBWP
1401
O'Brien Wealth Partners
Massachusetts
$186K
OSNBOA
1402
Old Second National Bank of Aurora
Illinois
$184K
BCM
1403
Blume Capital Management
California
$184K
ANBT
1404
American National Bank & Trust
Texas
$184K
HBW
1405
Hazlett, Burt & Watson
West Virginia
$181K
GAG
1406
Goodman Advisory Group
Massachusetts
$180K
PFBT
1407
Parkside Financial Bank & Trust
Missouri
$178K
AA
1408
Addison Advisors
Vermont
$176K
LI
1409
Louisbourg Investments
New Brunswick, Canada
$175K
USB
1410
Union Savings Bank
Connecticut
$173K
VCM
1411
Versant Capital Management
Arizona
$170K
DMBA
1412
Deseret Mutual Benefit Administrators
Utah
$167K
GWM
1413
Gitterman Wealth Management
New Jersey
$163K
BC
1414
Barrett & Company
Rhode Island
$163K
EPW
1415
Evergreen Private Wealth
Colorado
$158K
PFG
1416
Putney Financial Group
California
$156K
RWM
1417
Rialto Wealth Management
New York
$152K
SIC
1418
Salem Investment Counselors
North Carolina
$152K
CWM
1419
Centricity Wealth Management
Ohio
$147K
SIM
1420
Sentry Investment Management
Wisconsin
$147K
PP
1421
Pingora Partners
Wyoming
$145K
MBFW
1422
Morton Brown Family Wealth
Pennsylvania
$143K
CH
1423
Cromwell Holdings
Wyoming
$143K
DAM
1424
Delta Asset Management
Tennessee
$141K
HCM
1425
Hollencrest Capital Management
California
$140K