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Paychex
PAYX

Overview Fund Activity

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

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 %
Cohen & Steers
1426
Cohen & Steers
New York
$117K – – –
FDP
1427
Financiere des Professionnels
Quebec, Canada
$116K – – –
OIA
1428
Optimum Investment Advisors
Illinois
$109K – – –
MYIA
1429
Mount Yale Investment Advisors
Colorado
$109K +$109K +746 New
ADL
1430
Asset Dedication LLC
California
$103K – – –
CCA
1431
Catalyst Capital Advisors
New York
$97.9K -$19.3K -133 -17%
PAM
1432
Parvin Asset Management
South Dakota
$97.5K – – –
DI
1433
DAGCO Inc
Ohio
$94.3K +$582 +4 +0.6%
BWAM
1434
Boyd Watterson Asset Management
Ohio
$93.5K -$19.9K -137 -18%
SNB
1435
Security National Bank
Nebraska
$93.1K – – –
MTIC
1436
Missouri Trust & Investment Company
Missouri
$92.7K -$17K -117 -16%
Loomis, Sayles & Company
1437
Loomis, Sayles & Company
Massachusetts
$91.8K -$79K -543 -46%
RIL
1438
Rothschild Investment LLC
Illinois
$90.9K +$1.02K +7 +1%
HFS
1439
Hantz Financial Services
Michigan
$90K +$30.7K +211 +52%
GPI
1440
General Partner Inc
Pennsylvania
$89.9K – – –
BCWM
1441
Bartlett & Co Wealth Management
Ohio
$88.7K -$11.5K -79 -11%
AGWCA
1442
Annis Gardner Whiting Capital Advisors
Florida
$87.7K +$19.9K +137 +29%
CH
1443
Canton Hathaway
Rhode Island
$85K – – –
SS
1444
SBI Securities
Japan
$84.8K -$4.66K -32 -5%
DWM
1445
Darwin Wealth Management
Florida
$82.8K +$291 +2 +0.4%
OIAM
1446
OFI Invest Asset Management
France
$82.5K +$19.6K +158 +31%
ZBNA
1447
Zions Bancorporation, National Association
Utah
$82K -$3.25M -22,353 -98%
NC
1448
North Capital
Utah
$80.1K – – –
MMG
1449
Monetary Management Group
Missouri
$80K – – –
WBC
1450
West Branch Capital
Massachusetts
$78.7K -$145 -1 -0.2%
56 57
58
59 60