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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
SCA
1526
Stuart Chaussee & Associates
California
$32K
MWM
1527
MorganRosel Wealth Management
Colorado
$32K
CWM
1528
Consultiva Wealth Management
Puerto Rico
$31.9K
T
1529
Transce3nd
Texas
$31.4K
NC
1530
NewSquare Capital
Pennsylvania
$31.3K
WIM
1531
Westside Investment Management
California
$31.2K
QL
1532
Quarry LP
New York
$29.7K
HFS
1533
Hopwood Financial Services
Virginia
$29.1K
MEG
1534
Millstone Evans Group
Colorado
$28.2K
CWM
1535
Cedar Wealth Management
California
$24.3K
BHWM
1536
Beaird Harris Wealth Management
Texas
$23.4K
BIA
1537
Bell Investment Advisors
California
$23.4K
FCMT
1538
Founders Capital Management (Texas)
Texas
$22.8K
LWA
1539
Lantern Wealth Advisors
New York
$22.4K
TIM
1540
Tortoise Investment Management
New York
$21.1K
AG
1541
AmeriFlex Group
Nevada
$21K
PAI
1542
Pittenger & Anderson Inc
Nebraska
$20.8K
SC
1543
Stephens Consulting
Michigan
$20.5K
FWP
1544
Fiduciary Wealth Partners
Massachusetts
$20.2K
TPWA
1545
Twin Peaks Wealth Advisors
California
$19.8K
RPA
1546
Redwood Park Advisors
California
$19K
GC
1547
Garde Capital
Washington
$18.5K
ATC
1548
Advantage Trust Company
Kansas
$18.3K
AEPWM
1549
Atlantic Edge Private Wealth Management
Florida
$18.3K
TTIC
1550
Tower Trust & Investment Company
Iowa
$18.3K