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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 %
PWP
1701
Phillips Wealth Planners
Mississippi
– -$224K -1,523 Closed
EB
1702
Exchange Bank
California
– -$235K -1,523 Closed
FCB
1703
First County Bank
Connecticut
– -$234K -1,519 Closed
SB
1704
Strategic Blueprint
Georgia
– -$229K -1,481 Closed
IF
1705
Intrua Financial
Texas
– -$228K -1,481 Closed
NSAM
1706
North Star Asset Management
Wisconsin
– -$228K -1,475 Closed
AFS
1707
Axiom Financial Strategies
Indiana
– -$225K -1,458 Closed
CCG
1708
Catalina Capital Group
California
– -$224K -1,455 Closed
MWA
1709
Midland Wealth Advisors
Illinois
– -$220K -1,425 Closed
TSS
1710
Two Sigma Securities
New York
– -$217K -1,407 Closed
VWM
1711
Vigilare Wealth Management
Arizona
– -$213K -1,382 Closed
BFG
1712
Berger Financial Group
Minnesota
– -$212K -1,377 Closed
CRI
1713
Colonial River Investments
Virginia
– -$212K -1,372 Closed
HA
1714
Huntleigh Advisors
Missouri
– -$210K -1,362 Closed
ZIG
1715
Zullo Investment Group
Pennsylvania
– -$210K -1,360 Closed
BFW
1716
Brady Family Wealth
Missouri
– -$210K -1,360 Closed
SG
1717
StoneX Group
New York
– -$210K -1,359 Closed
CFAM
1718
Center For Asset Management
Florida
– -$209K -1,357 Closed
EL
1719
EWA LLC
Pennsylvania
– -$208K -1,347 Closed
MCB
1720
Morton Community Bank
Illinois
– -$207K -1,340 Closed
BONST
1721
Bank of Nova Scotia Trust
Ontario, Canada
– -$207K -1,340 Closed
AWP
1722
Axis Wealth Partners
Rhode Island
– -$204K -1,323 Closed
WC
1723
Waterloo Capital
Texas
– -$204K -1,321 Closed
BA
1724
Bristlecone Advisors
Washington
– -$203K -1,317 Closed
FPCP
1725
Fort Point Capital Partners
California
– -$202K -1,312 Closed
67 68
69
70 71