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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
HHMI
1576
Howard Hughes Medical Institute
Maryland
$10K
ATC
1577
Adirondack Trust Company
New York
$10K
HFS
1578
Hughes Financial Services
Virginia
$10K
AW
1579
Avion Wealth
Texas
$10K
KFP
1580
Keener Financial Planning
Texas
$10K
SO
1581
Sierra Ocean
California
$8.91K
CIAS
1582
CBIZ Investment Advisory Services
Ohio
$8.44K
TWD
1583
True Wealth Design
Ohio
$8.02K
HHGA
1584
Halbert Hargrove Global Advisors
California
$7.27K
FDW
1585
Fourth Dimension Wealth
Ohio
$7.27K
AIA
1586
Aventus Investment Advisors
Florida
$7.13K
MAM
1587
Meeder Asset Management
Ohio
$6.69K
PA
1588
Pineridge Advisors
Missouri
$6.38K
NFSG
1589
Newbridge Financial Services Group
Florida
$6.27K
KWM
1590
Kiker Wealth Management
Georgia
$6.11K
IHWM
1591
Iron Horse Wealth Management
Iowa
$5.96K
WPA
1592
Wealth Preservation Advisors
Tennessee
$5.96K
MCM
1593
Manchester Capital Management
Vermont
$5.67K
CWM
1594
Copia Wealth Management
Oregon
$5.67K
KG
1595
Kilter Group
New York
$5.53K
JFA
1596
JNBA Financial Advisors
Minnesota
$5.24K
HWA
1597
HHM Wealth Advisors
Tennessee
$4.95K
JGIA
1598
Jackson Grant Investment Advisers
Connecticut
$4.95K
AWM
1599
Abound Wealth Management
Tennessee
$4.81K
GTAM
1600
Global Trust Asset Management
Florida
$4.8K