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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
DIP
1576
DT Investment Partners
Pennsylvania
$10.6K
MSG
1577
Main Street Group
Virginia
$10.3K
KA
1578
Kozak & Associates
Colorado
$10.3K
CCMI
1579
Creative Capital Management Investments
California
$10.2K
CFS
1580
CGC Financial Services
Oregon
$10.2K
1M
1581
1248 Management
Missouri
$10K
CWP
1582
Concord Wealth Partners
Virginia
$10K
HHMI
1583
Howard Hughes Medical Institute
Maryland
$10K
ATC
1584
Adirondack Trust Company
New York
$10K
HFS
1585
Hughes Financial Services
Virginia
$10K
AW
1586
Avion Wealth
Texas
$10K
KFP
1587
Keener Financial Planning
Texas
$10K
SO
1588
Sierra Ocean
California
$8.91K
CIAS
1589
CBIZ Investment Advisory Services
Ohio
$8.44K
TWD
1590
True Wealth Design
Ohio
$8.02K
HHGA
1591
Halbert Hargrove Global Advisors
California
$7.27K
FDW
1592
Fourth Dimension Wealth
Ohio
$7.27K
AIA
1593
Aventus Investment Advisors
Florida
$7.13K
MAM
1594
Meeder Asset Management
Ohio
$6.69K
PA
1595
Pineridge Advisors
Missouri
$6.38K
NFSG
1596
Newbridge Financial Services Group
Florida
$6.27K
KWM
1597
Kiker Wealth Management
Georgia
$6.11K
WPA
1598
Wealth Preservation Advisors
Tennessee
$5.96K
IHWM
1599
Iron Horse Wealth Management
Iowa
$5.96K
MCM
1600
Manchester Capital Management
Vermont
$5.67K