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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
HFS
1526
Hopwood Financial Services
Virginia
$29.1K
MEG
1527
Millstone Evans Group
Colorado
$28.2K
CWM
1528
Cedar Wealth Management
California
$24.3K
BHWM
1529
Beaird Harris Wealth Management
Texas
$23.4K
BIA
1530
Bell Investment Advisors
California
$23.4K
FCMT
1531
Founders Capital Management (Texas)
Texas
$22.8K
LWA
1532
Lantern Wealth Advisors
New York
$22.4K
TIM
1533
Tortoise Investment Management
New York
$21.1K
AG
1534
AmeriFlex Group
Nevada
$21K
PAI
1535
Pittenger & Anderson Inc
Nebraska
$20.8K
SC
1536
Stephens Consulting
Michigan
$20.5K
FWP
1537
Fiduciary Wealth Partners
Massachusetts
$20.2K
TPWA
1538
Twin Peaks Wealth Advisors
California
$19.8K
RPA
1539
Redwood Park Advisors
California
$19K
GC
1540
Garde Capital
Washington
$18.5K
ATC
1541
Advantage Trust Company
Kansas
$18.3K
AEPWM
1542
Atlantic Edge Private Wealth Management
Florida
$18.3K
TTIC
1543
Tower Trust & Investment Company
Iowa
$18.3K
FPF
1544
First Pacific Financial
Washington
$18K
CIA
1545
Cape Investment Advisory
Georgia
$17.3K
EFMH
1546
E Fund Management (HK)
Hong Kong
$17.2K
NEWAS
1547
N.E.W. Advisory Services
Wisconsin
$16.9K
PSB
1548
Piscataqua Savings Bank
New Hampshire
$16.4K
FFO
1549
Fortitude Family Office
Arizona
$15.9K
SC
1550
Solstein Capital
California
$15.7K