PAYX icon

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
HWM
1501
Hemington Wealth Management
Virginia
$51K
IUHSA
1502
Itau Unibanco Holding S.A.
Brazil
$48.6K
CMA
1503
Cedar Mountain Advisors
Oregon
$47.8K
PFSC
1504
Peoples Financial Services Corp
Pennsylvania
$46K
PGAM
1505
Princeton Global Asset Management
New Jersey
$45.8K
T
1506
Tidemark
California
$45.2K
MSFP
1507
Mark Sheptoff Financial Planning
Connecticut
$43.6K
CB
1508
CNB Bank
Pennsylvania
$43.6K
BAM
1509
Bellevue Asset Management
Washington
$43.3K
FGA
1510
Fortis Group Advisors
New Jersey
$43.3K
WA
1511
Whipplewood Advisors
Colorado
$42.6K
DFA
1512
DHJJ Financial Advisors
Illinois
$41.6K
APW
1513
Aventura Private Wealth
Florida
$41.5K
BTD
1514
BankPlus Trust Department
Mississippi
$40.7K
EA
1515
Evolution Advisers
Virginia
$40K
GWSG
1516
GPS Wealth Strategies Group
Colorado
$38.2K
VWA
1517
Valued Wealth Advisors
Utah
$38.1K
JWA
1518
JFS Wealth Advisors
Pennsylvania
$37.8K
API
1519
Asset Planning Inc
California
$37.1K
PMFA
1520
Plante Moran Financial Advisors
Michigan
$36.4K
PWMG
1521
Prestige Wealth Management Group
New Jersey
$34.2K
CWM
1522
CarsonAllaria Wealth Management
Illinois
$33.5K
MCM
1523
MV Capital Management
Maryland
$33.2K
TFGT
1524
TS Financial Group (TSFG)
Illinois
$33K
ABWM
1525
Alpine Bank Wealth Management
Colorado
$32.4K