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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
GFPC
1751
Global Financial Private Client
Florida
AF
1752
Atala Financial
California
PPWM
1753
PFG Private Wealth Management
Florida
CWC
1754
Carolinas Wealth Consulting
North Carolina
FUBT
1755
First United Bank & Trust
Maryland
FWA
1756
FSC Wealth Advisors
New York
RWPA
1757
Richard W. Paul & Associates
Michigan
HT
1758
Headlands Technologies
Illinois
BL
1759
BFSG LLC
California
CWM
1760
Compass Wealth Management
Connecticut
MIA
1761
MeadowBrook Investment Advisors
Michigan
CNBTD
1762
Citizens National Bank Trust Department
Mississippi
NCM
1763
Northwest Capital Management
Oregon
CAWM
1764
Capital A Wealth Management
Pennsylvania
LWMI
1765
Legacy Wealth Management (Idaho)
Idaho
SIM
1766
Synergy Investment Management
Florida
FFC
1767
First Financial Corp
Indiana
PA
1768
PSI Advisors
Florida
RWM
1769
Ruedi Wealth Management
Illinois
WW
1770
Winnow Wealth
Texas
OCM
1771
Osterweis Capital Management
California
BMC
1772
Bear Mountain Capital
Washington
Parallax Volatility Advisers
1773
Parallax Volatility Advisers
California