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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
LFA
1426
LGT Financial Advisors
Texas
$139K
MSE
1427
MUFG Securities EMEA
United Kingdom
$137K
MWM
1428
Mascoma Wealth Management
New Hampshire
$133K
VC
1429
Vestor Capital
Illinois
$132K
BBPWM
1430
Blue Bell Private Wealth Management
Pennsylvania
$129K
LCM
1431
Logan Capital Management
Pennsylvania
$129K
OA
1432
Operose Advisors
Wisconsin
$127K
SWA
1433
SOA Wealth Advisors
New York
$125K
OL
1434
OneFund LLC
Florida
$121K
Cohen & Steers
1435
Cohen & Steers
New York
$117K
FDP
1436
Financiere des Professionnels
Quebec, Canada
$116K
OIA
1437
Optimum Investment Advisors
Illinois
$109K
MYIA
1438
Mount Yale Investment Advisors
Colorado
$109K
ADL
1439
Asset Dedication LLC
California
$103K
CCA
1440
Catalyst Capital Advisors
New York
$97.9K
PAM
1441
Parvin Asset Management
South Dakota
$97.5K
DI
1442
DAGCO Inc
Ohio
$94.3K
BWAM
1443
Boyd Watterson Asset Management
Ohio
$93.5K
SNB
1444
Security National Bank
Nebraska
$93.1K
MTIC
1445
Missouri Trust & Investment Company
Missouri
$92.7K
Loomis, Sayles & Company
1446
Loomis, Sayles & Company
Massachusetts
$91.8K
RIL
1447
Rothschild Investment LLC
Illinois
$90.9K
HFS
1448
Hantz Financial Services
Michigan
$90K
GPI
1449
General Partner Inc
Pennsylvania
$89.9K
BCWM
1450
Bartlett & Co Wealth Management
Ohio
$88.7K