PAYX icon

Paychex
PAYX

Overview Fund Activity

1,643 hedge funds and large institutions have $40.5B invested in Paychex in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 591 increasing their positions, 608 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,643
Holders Change
-38
Holders Change %
-2.26%
% of All Funds
22.03%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.28%
New
109
Increased
591
Reduced
608
Closed
117
Calls
$315M
Puts
$319M
Net Calls
-$4.73M
Net Calls Change
-$63.2M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$101M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$83.5M
3
Select Equity Group
Select Equity Group
New York
+$81M
4
UBS AM
UBS AM
Illinois
+$69.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$64.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$457M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$199M
3
Morgan Stanley
Morgan Stanley
New York
-$184M
4
UBS Group
UBS Group
Switzerland
-$74.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$73.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
1601
Bare Financial Services
Pennsylvania
$3.78K +$2.91K +20 +333%
CTA
1602
Colonial Trust Advisors
South Carolina
$3.64K – – –
HWP
1603
Highline Wealth Partners
California
$3.49K -$291 -2 -8%
BLC
1604
Brown, Lisle/Cummings
Rhode Island
$3.49K – – –
LIM
1605
Longfellow Investment Management
Massachusetts
$3.35K – – –
BFS
1606
Burkett Financial Services
South Carolina
$3.24K – – –
LAM
1607
Lummis Asset Management
Texas
$3.2K – – –
GC
1608
GFG Capital
Florida
$3.2K +$3.2K +22 New
SFA
1609
Semmax Financial Advisors
North Carolina
$3.15K – – –
HFS
1610
Horizon Financial Services
North Carolina
$3.06K +$1.31K +9 +75%
CA
1611
Centerpoint Advisors
Massachusetts
$3K +$3K +21 New
TCA
1612
Trifecta Capital Advisors
Illinois
$2.76K – – –
BI
1613
Binnacle Investments
Iowa
$2.62K +$2.18K +15 +500%
GWSA
1614
Global Wealth Strategies & Associates
Colorado
$2.49K – – –
PWA
1615
Physician Wealth Advisors
Utah
$2.33K +$2.33K +16 New
1IA
1616
1620 Investment Advisors
Massachusetts
$2.33K – – –
RCM
1617
Raleigh Capital Management
North Carolina
$2.31K -$619K -4,280 -100%
FNWA
1618
Financial Network Wealth Advisors
Utah
$2.18K – – –
PP
1619
Pacifica Partners
Canada
$2.16K +$2.16K +15 New
AP
1620
Aspect Partners
Virginia
$2.04K – – –
MDA
1621
Minot DeBlois Advisors
Massachusetts
$2.04K – – –
PWA
1622
Principia Wealth Advisory
Texas
$2.04K +$291 +2 +17%
SHIM
1623
Stone House Investment Management
Pennsylvania
$2.04K +$2.04K +14 New
YP
1624
YANKCOM Partnership
South Dakota
$2.04K +$2.04K +14 New
W
1625
WealthCollab
Washington
$1.89K – – –
63 64
65
66 67