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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
EWM
1601
Evolution Wealth Management
Florida
$4.8K
TVWM
1602
Tower View Wealth Management
Wisconsin
$4.75K
FF
1603
Friedenthal Financial
New Jersey
$4.66K
DPW
1604
DiNuzzo Private Wealth
Pennsylvania
$4.51K
DWA
1605
Delos Wealth Advisors
Texas
$4.51K
FWM
1606
FSA Wealth Management
Massachusetts
$4.51K
OW
1607
Olistico Wealth
Oklahoma
$4.22K
WCM
1608
WealthTrak Capital Management
Virginia
$3.93K
AS
1609
Altshuler Shaham
Israel
$3.78K
BFS
1610
Bare Financial Services
Pennsylvania
$3.78K
CTA
1611
Colonial Trust Advisors
South Carolina
$3.64K
HWP
1612
Highline Wealth Partners
California
$3.49K
BLC
1613
Brown, Lisle/Cummings
Rhode Island
$3.49K
LIM
1614
Longfellow Investment Management
Massachusetts
$3.35K
BFS
1615
Burkett Financial Services
South Carolina
$3.24K
LAM
1616
Lummis Asset Management
Texas
$3.2K
GC
1617
GFG Capital
Florida
$3.2K
SFA
1618
Semmax Financial Advisors
North Carolina
$3.15K
HFS
1619
Horizon Financial Services
North Carolina
$3.06K
CA
1620
Centerpoint Advisors
Massachusetts
$3K
TCA
1621
Trifecta Capital Advisors
Illinois
$2.76K
BI
1622
Binnacle Investments
Iowa
$2.62K
GWSA
1623
Global Wealth Strategies & Associates
Colorado
$2.49K
PWA
1624
Physician Wealth Advisors
Utah
$2.33K
1IA
1625
1620 Investment Advisors
Massachusetts
$2.33K