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Paychex

1,619 hedge funds and large institutions have $40.3B invested in Paychex in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 584 increasing their positions, 563 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,619
Holders Change
+90
Holders Change %
+5.89%
% of All Funds
21.55%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
189
Increased
584
Reduced
563
Closed
71
Calls
$349M
Puts
$334M
Net Calls
+$14.9M
Net Calls Change
+$79.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1251
Cahaba Wealth Management
Georgia
$262K -$3.08K -22 -1%
MFG
1252
Magnus Financial Group
New York
$262K
AWAG
1253
ARS Wealth Advisors Group
Florida
$262K +$421 +3 +0.2%
AIM
1254
Aspen Investment Management
Michigan
$261K
CWM
1255
Cranbrook Wealth Management
Michigan
$259K +$16.8K +120 +7%
OHWA
1256
Oak Hill Wealth Advisors
Virginia
$258K +$258K +1,840 New
WG
1257
Wealth Group
North Carolina
$257K +$46.6K +332 +22%
MAG
1258
MRA Advisory Group
New Jersey
$257K +$8.55K +61 +3%
PIA
1259
Pinion Investment Advisors
Kansas
$256K +$140 +1 +0.1%
SWM
1260
Spire Wealth Management
Virginia
$256K +$4.63K +33 +2%
SR
1261
Syntax Research
Florida
$256K
TPWA
1262
TRUE Private Wealth Advisors
Oregon
$255K -$2.8K -20 -1%
AC
1263
Avestar Capital
New York
$253K +$23.3K +166 +10%
PL
1264
Perpetual Ltd
Australia
$252K
TF
1265
Trek Financial
Arizona
$252K -$37.9K -270 -13%
GWS
1266
Greykasell Wealth Strategies
California
$251K +$251K +1,790 New
WIS
1267
Wright Investors Service
Connecticut
$250K -$526K -3,751 -68%
TCOT
1268
Trust Company of Toledo
Ohio
$249K
SCI
1269
S&CO Inc
Massachusetts
$248K
SAM
1270
SP Asset Management
California
$247K -$96.7K -690 -28%
MSS
1271
Mitchell Sinkler & Starr
Pennsylvania
$245K
LI
1272
LMCG Investments
Massachusetts
$245K
MRP
1273
Measured Risk Portfolios
California
$245K +$245K +1,745 New
BHWM
1274
Bar Harbor Wealth Management
New Hampshire
$242K -$8.83K -63 -4%
UL
1275
Unionview LLC
Washington
$241K