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Paychex

1,661 hedge funds and large institutions have $40.6B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 597 increasing their positions, 612 reducing their positions, and 119 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: 1,6901,661 (-29)

6% less capital invested

Capital invested by funds: $43.2B → $40.6B (-$2.62B)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,661
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
PP
1426
Pingora Partners
Wyoming
$145K
MBFW
1427
Morton Brown Family Wealth
Pennsylvania
$143K
CH
1428
Cromwell Holdings
Wyoming
$143K
DAM
1429
Delta Asset Management
Tennessee
$141K
HCM
1430
Hollencrest Capital Management
California
$140K
LFA
1431
LGT Financial Advisors
Texas
$139K
MSE
1432
MUFG Securities EMEA
United Kingdom
$137K
MWM
1433
Mascoma Wealth Management
New Hampshire
$133K
VC
1434
Vestor Capital
Illinois
$132K
BBPWM
1435
Blue Bell Private Wealth Management
Pennsylvania
$129K
LCM
1436
Logan Capital Management
Pennsylvania
$129K
OA
1437
Operose Advisors
Wisconsin
$127K
SWA
1438
SOA Wealth Advisors
New York
$125K
OL
1439
OneFund LLC
Florida
$121K
Cohen & Steers
1440
Cohen & Steers
New York
$117K
FDP
1441
Financiere des Professionnels
Quebec, Canada
$116K
OIA
1442
Optimum Investment Advisors
Illinois
$109K
MYIA
1443
Mount Yale Investment Advisors
Colorado
$109K
ADL
1444
Asset Dedication LLC
California
$103K
CCA
1445
Catalyst Capital Advisors
New York
$97.9K
PAM
1446
Parvin Asset Management
South Dakota
$97.5K
DI
1447
DAGCO Inc
Ohio
$94.3K
BWAM
1448
Boyd Watterson Asset Management
Ohio
$93.5K
SNB
1449
Security National Bank
Nebraska
$93.1K
MTIC
1450
Missouri Trust & Investment Company
Missouri
$92.7K