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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 %
DFA
1476
DHJJ Financial Advisors
Illinois
$40.1K
BTD
1477
BankPlus Trust Department
Mississippi
$39.3K +$39.3K +280 New
BWL
1478
Bogart Wealth LLC
Virginia
$38.7K
OP
1479
ORG Partners
Indiana
$38.4K
CCA
1480
Criterion Capital Advisors
Tennessee
$38.4K
EA
1481
Evolution Advisers
Virginia
$38K
HWM
1482
Hemington Wealth Management
Virginia
$37K +$5.66K +41 +18%
JWA
1483
JFS Wealth Advisors
Pennsylvania
$36.2K -$9.4K -67 -21%
API
1484
Asset Planning Inc
California
$35.8K +$35.8K +255 New
MG
1485
MilWealth Group
Wisconsin
$35.5K +$35.5K +253 New
IRC
1486
Investors Research Corp
Georgia
$35.2K
PMFA
1487
Plante Moran Financial Advisors
Michigan
$35.1K
FFO
1488
Fortitude Family Office
Arizona
$35.1K
AW
1489
Avion Wealth
Texas
$34K +$28K +202 +470%
PWMG
1490
Prestige Wealth Management Group
New Jersey
$33.1K -$561 -4 -2%
MEG
1491
Millstone Evans Group
Colorado
$32.8K +$32.8K +234 New
CWM
1492
CarsonAllaria Wealth Management
Illinois
$32.6K +$141 +1 +0.4%
WWP
1493
WR Wealth Planners
Missouri
$32.4K -$1.4K -10 -4%
MCM
1494
MV Capital Management
Maryland
$32.1K +$140 +1 +0.4%
SCA
1495
Stuart Chaussee & Associates
California
$30.8K
CWM
1496
Consultiva Wealth Management
Puerto Rico
$30.7K +$30.7K +219 New
WCM
1497
WealthTrak Capital Management
Virginia
$28.5K +$28.5K +203 New
UBP
1498
Union Bancaire Privee
Switzerland
$28K +$28K +200 New
CIR
1499
Clear Investment Research
Georgia
$27.6K
VWA
1500
Valued Wealth Advisors
Utah
$27.1K +$5.61K +40 +26%