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Paychex

1,674 hedge funds and large institutions have $41.5B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 602 increasing their positions, 618 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% less ownership

Funds ownership: 78%77.87% (-0.12%)

1% less call options, than puts

Call options by funds: $315M | Put options by funds: $319M

3% less repeat investments, than reductions

Existing positions increased: 602 | Existing positions reduced: 618

4% less capital invested

Capital invested by funds: $43.3B → $41.5B (-$1.85B)

7% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 120

2% less funds holding

Funds holding: 1,7031,674 (-29)

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
1,674
Holders Change
-29
Holders Change %
-1.7%
% of All Funds
22.04%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.29%
New
112
Increased
602
Reduced
618
Closed
120
Calls
$315M
Puts
$319M
Net Calls
-$4.73M
Net Calls Change
-$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1526
JFS Wealth Advisors
Pennsylvania
$37.8K +$301 +2 +0.8%
API
1527
Asset Planning Inc
California
$37.1K
PMFA
1528
Plante Moran Financial Advisors
Michigan
$36.4K
PWMG
1529
Prestige Wealth Management Group
New Jersey
$34.2K
CWM
1530
CarsonAllaria Wealth Management
Illinois
$33.5K -$602 -4 -2%
MWA
1531
Medallion Wealth Advisors
Connecticut
$33.2K
MCM
1532
MV Capital Management
Maryland
$33.2K +$151 +1 +0.4%
TFGT
1533
TS Financial Group (TSFG)
Illinois
$33K +$151 +1 +0.4%
ABWM
1534
Alpine Bank Wealth Management
Colorado
$32.4K
MWM
1535
MorganRosel Wealth Management
Colorado
$32K
SCA
1536
Stuart Chaussee & Associates
California
$32K
CWM
1537
Consultiva Wealth Management
Puerto Rico
$31.9K
T
1538
Transce3nd
Texas
$31.4K
NC
1539
NewSquare Capital
Pennsylvania
$31.3K +$14.8K +98 +84%
WIM
1540
Westside Investment Management
California
$31.2K +$7.38K +49 +30%
QL
1541
Quarry LP
New York
$29.7K -$2.71K -18 -8%
HFS
1542
Hopwood Financial Services
Virginia
$29.1K -$45.2K -300 -60%
MEG
1543
Millstone Evans Group
Colorado
$28.2K -$6.02K -40 -17%
CWM
1544
Cedar Wealth Management
California
$24.3K
BHWM
1545
Beaird Harris Wealth Management
Texas
$23.4K
BIA
1546
Bell Investment Advisors
California
$23.4K +$1.51K +10 +7%
FCMT
1547
Founders Capital Management (Texas)
Texas
$22.8K
LWA
1548
Lantern Wealth Advisors
New York
$22.4K +$2.6M +17,282 New
TIM
1549
Tortoise Investment Management
New York
$21.1K +$2.11K +14 +11%
AG
1550
AmeriFlex Group
Nevada
$21K

PAYX Hedge Fund Activity: Q2 2025 in Review

1,674 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Paychex (PAYX) for Q2 2025, worth a combined $41.5B — down 4.3% from $43.3B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of PAYX and 112 opened new positions — a net loss of 8 holders — while 618 trimmed existing stakes and 602 added.

The largest buyer was Norges Bank, adding an estimated $297M. The largest seller was Capital International Investors, cutting an estimated $474M.

  • 1,674 institutional investors held Paychex (PAYX) as of Q2 2025, down from 1,703 in Q1 2025.
  • Funds reported $41.5B of Paychex stock for Q2 2025, down 4.3% quarter-over-quarter.
  • 112 funds opened new Paychex positions in Q2 2025 and 120 closed out, a net change of -8 holders.
  • The largest Paychex buyer in Q2 2025 was Norges Bank, an estimated $297M added.
  • The largest Paychex seller in Q2 2025 was Capital International Investors, an estimated $474M sold.

Based on aggregated 13F filings for Q2 2025.