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Paychex
PAYX

Overview Fund Activity

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
22.03%
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

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$101M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$83.5M
3
Select Equity Group
Select Equity Group
New York
+$81M
4
UBS AM
UBS AM
Illinois
+$69.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$457M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$199M
3
Morgan Stanley
Morgan Stanley
New York
-$184M
4
UBS Group
UBS Group
Switzerland
-$74.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$73.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
1526
AmeriFlex Group
Nevada
$21K – – –
PAI
1527
Pittenger & Anderson Inc
Nebraska
$20.8K – – –
SC
1528
Stephens Consulting
Michigan
$20.5K -$2.62K -18 -11%
FWP
1529
Fiduciary Wealth Partners
Massachusetts
$20.2K -$389K -2,675 -95%
TPWA
1530
Twin Peaks Wealth Advisors
California
$19.8K +$19.8K +147 New
RPA
1531
Redwood Park Advisors
California
$19K +$145 +1 +0.8%
GC
1532
Garde Capital
Washington
$18.5K – – –
ATC
1533
Advantage Trust Company
Kansas
$18.3K – – –
AEPWM
1534
Atlantic Edge Private Wealth Management
Florida
$18.3K – – –
TTIC
1535
Tower Trust & Investment Company
Iowa
$18.3K – – –
FPF
1536
First Pacific Financial
Washington
$18K – – –
CIA
1537
Cape Investment Advisory
Georgia
$17.3K +$145 +1 +0.8%
EFMH
1538
E Fund Management (HK)
Hong Kong
$17.2K – – –
NEWAS
1539
N.E.W. Advisory Services
Wisconsin
$16.9K – – –
PSB
1540
Piscataqua Savings Bank
New Hampshire
$16.4K – – –
FFO
1541
Fortitude Family Office
Arizona
$15.9K -$12.8K -88 -45%
SC
1542
Solstein Capital
California
$15.7K +$2.47K +17 +19%
S
1543
Sachetta
Massachusetts
$15.6K +$1.46K +10 +10%
PWMG
1544
Private Wealth Management Group
New Jersey
$15.6K +$6.98K +48 +81%
BT
1545
Banque Transatlantique
France
$14.6K – – –
AWM
1546
AllSquare Wealth Management
New York
$14.5K – – –
SGC
1547
Slocum, Gordon & Co
Rhode Island
$14.5K – – –
PSFG
1548
Park Square Financial Group
Georgia
$14.3K – – –
RF
1549
Roxbury Financial
New Jersey
$14.2K +$145 +1 +1%
SWP
1550
Strategic Wealth Partners
Ohio
$13.4K +$13.4K +92 New
60 61
62
63 64