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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
CWM
1601
Copia Wealth Management
Oregon
$5.67K
KG
1602
Kilter Group
New York
$5.53K
JFA
1603
JNBA Financial Advisors
Minnesota
$5.24K
HWA
1604
HHM Wealth Advisors
Tennessee
$4.95K
JGIA
1605
Jackson Grant Investment Advisers
Connecticut
$4.95K
AWM
1606
Abound Wealth Management
Tennessee
$4.81K
GTAM
1607
Global Trust Asset Management
Florida
$4.8K
EWM
1608
Evolution Wealth Management
Florida
$4.8K
TVWM
1609
Tower View Wealth Management
Wisconsin
$4.75K
FF
1610
Friedenthal Financial
New Jersey
$4.66K
DPW
1611
DiNuzzo Private Wealth
Pennsylvania
$4.51K
DWA
1612
Delos Wealth Advisors
Texas
$4.51K
FWM
1613
FSA Wealth Management
Massachusetts
$4.51K
OW
1614
Olistico Wealth
Oklahoma
$4.22K
WCM
1615
WealthTrak Capital Management
Virginia
$3.93K
AS
1616
Altshuler Shaham
Israel
$3.78K
BFS
1617
Bare Financial Services
Pennsylvania
$3.78K
CTA
1618
Colonial Trust Advisors
South Carolina
$3.64K
HWP
1619
Highline Wealth Partners
California
$3.49K
BLC
1620
Brown, Lisle/Cummings
Rhode Island
$3.49K
LIM
1621
Longfellow Investment Management
Massachusetts
$3.35K
BFS
1622
Burkett Financial Services
South Carolina
$3.24K
LAM
1623
Lummis Asset Management
Texas
$3.2K
GC
1624
GFG Capital
Florida
$3.2K
SFA
1625
Semmax Financial Advisors
North Carolina
$3.15K