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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
S
1551
Sachetta
Massachusetts
$15.6K
PWMG
1552
Private Wealth Management Group
New Jersey
$15.6K
BT
1553
Banque Transatlantique
France
$14.6K
AWM
1554
AllSquare Wealth Management
New York
$14.5K
SGC
1555
Slocum, Gordon & Co
Rhode Island
$14.5K
PSFG
1556
Park Square Financial Group
Georgia
$14.3K
RF
1557
Roxbury Financial
New Jersey
$14.2K
SWP
1558
Strategic Wealth Partners
Ohio
$13.4K
RTL
1559
Red Tortoise LLC
Georgia
$12.4K
SIS
1560
Sound Income Strategies
Florida
$12.3K
PPA
1561
Painted Porch Advisors
California
$11.9K
CPG
1562
Cornerstone Planning Group
New Jersey
$11.8K
EWM
1563
Evermay Wealth Management
Virginia
$11.6K
LWA
1564
Lowe Wealth Advisors
Maryland
$11.6K
DF
1565
Dunhill Financial
United Kingdom
$11.3K
AA
1566
Ancora Advisors
Ohio
$11.1K
AWM
1567
Activest Wealth Management
Florida
$10.8K
GXJ
1568
Global X Japan
Japan
$10.8K
DIP
1569
DT Investment Partners
Pennsylvania
$10.6K
MSG
1570
Main Street Group
Virginia
$10.3K
KA
1571
Kozak & Associates
Colorado
$10.3K
CFS
1572
CGC Financial Services
Oregon
$10.2K
CCMI
1573
Creative Capital Management Investments
California
$10.2K
CWP
1574
Concord Wealth Partners
Virginia
$10K
1M
1575
1248 Management
Missouri
$10K