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Paychex

1,654 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, 593 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: 1,6831,654 (-29)

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
1,654
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
CB
1501
CNB Bank
Pennsylvania
$43.6K
MSFP
1502
Mark Sheptoff Financial Planning
Connecticut
$43.6K
BAM
1503
Bellevue Asset Management
Washington
$43.3K
FGA
1504
Fortis Group Advisors
New Jersey
$43.3K
WA
1505
Whipplewood Advisors
Colorado
$42.6K
DFA
1506
DHJJ Financial Advisors
Illinois
$41.6K
BTD
1507
BankPlus Trust Department
Mississippi
$40.7K
EA
1508
Evolution Advisers
Virginia
$40K
GWSG
1509
GPS Wealth Strategies Group
Colorado
$38.2K
VWA
1510
Valued Wealth Advisors
Utah
$38.1K
JWA
1511
JFS Wealth Advisors
Pennsylvania
$37.8K
API
1512
Asset Planning Inc
California
$37.1K
PMFA
1513
Plante Moran Financial Advisors
Michigan
$36.4K
PWMG
1514
Prestige Wealth Management Group
New Jersey
$34.2K
CWM
1515
CarsonAllaria Wealth Management
Illinois
$33.5K
MCM
1516
MV Capital Management
Maryland
$33.2K
TFGT
1517
TS Financial Group (TSFG)
Illinois
$33K
ABWM
1518
Alpine Bank Wealth Management
Colorado
$32.4K
SCA
1519
Stuart Chaussee & Associates
California
$32K
MWM
1520
MorganRosel Wealth Management
Colorado
$32K
CWM
1521
Consultiva Wealth Management
Puerto Rico
$31.9K
T
1522
Transce3nd
Texas
$31.4K
NC
1523
NewSquare Capital
Pennsylvania
$31.3K
WIM
1524
Westside Investment Management
California
$31.2K
QL
1525
Quarry LP
New York
$29.7K