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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 %
RFS
1476
Richardson Financial Services
Massachusetts
$56K
BWL
1477
Bogart Wealth LLC
Virginia
$55.1K +$13.5K +93 +33%
SN
1478
Sittner & Nelson
Oregon
$55K
OAJ
1479
Ogorek Anthony Joseph
New York
$55K +$1.31K +9 +2%
CT
1480
Clearstead Trust
Maine
$54.9K +$2.77K +19 +5%
FRA
1481
Front Row Advisors
California
$54.7K
FCT
1482
First Community Trust
Iowa
$54K
OP
1483
ORG Partners
Indiana
$53.4K +$4.86K +33 +10%
NWM
1484
Nova Wealth Management
Florida
$52.6K +$17K +117 +48%
CM
1485
Castleark Management
Illinois
$52.4K
TFA
1486
Toth Financial Advisory
Virginia
$51.9K
HWM
1487
Hemington Wealth Management
Virginia
$51K +$4.8K +33 +10%
IUHSA
1488
Itau Unibanco Holding S.A.
Brazil
$48.6K -$5.24K -36 -10%
CMA
1489
Cedar Mountain Advisors
Oregon
$47.8K +$436 +3 +0.9%
PFSC
1490
Peoples Financial Services Corp
Pennsylvania
$46K -$1.16K -8 -2%
PGAM
1491
Princeton Global Asset Management
New Jersey
$45.8K
T
1492
Tidemark
California
$45.2K
MSFP
1493
Mark Sheptoff Financial Planning
Connecticut
$43.6K
CB
1494
CNB Bank
Pennsylvania
$43.6K
BAM
1495
Bellevue Asset Management
Washington
$43.3K
FGA
1496
Fortis Group Advisors
New Jersey
$43.3K
WA
1497
Whipplewood Advisors
Colorado
$42.6K +$20.7K +142 +94%
DFA
1498
DHJJ Financial Advisors
Illinois
$41.6K
BTD
1499
BankPlus Trust Department
Mississippi
$40.7K
EA
1500
Evolution Advisers
Virginia
$40K