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Paychex

1,681 hedge funds and large institutions have $43.1B invested in Paychex in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 576 increasing their positions, 631 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,681
Holders Change
+62
Holders Change %
+3.83%
% of All Funds
22.83%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.42%
New
163
Increased
576
Reduced
631
Closed
68
Calls
$309M
Puts
$251M
Net Calls
+$58.4M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RFS
1501
Richardson Financial Services
Massachusetts
$58.6K
SN
1502
Sittner & Nelson
Oregon
$58.4K
HCP
1503
Hexagon Capital Partners
Arkansas
$58.3K -$13K -84 -18%
FRA
1504
Front Row Advisors
California
$58K
FCT
1505
First Community Trust
Iowa
$57.2K
IUHSA
1506
Itau Unibanco Holding S.A.
Brazil
$57K -$6.01K -39 -10%
OAJ
1507
Ogorek Anthony Joseph
New York
$56K +$11.7K +77 +26%
CM
1508
Castleark Management
Illinois
$55.5K
CT
1509
Clearstead Trust
Maine
$55.2K +$462 +3 +0.8%
TFA
1510
Toth Financial Advisory
Virginia
$55.1K
WA
1511
Whipplewood Advisors
Colorado
$51.7K -$48.6K -142 -48%
OP
1512
ORG Partners
Indiana
$50.9K +$8.5K +55 +20%
CMA
1513
Cedar Mountain Advisors
Oregon
$50.4K +$309 +2 +0.6%
PFSC
1514
Peoples Financial Services Corp
Pennsylvania
$50K -$1.08K -7 -2%
HWM
1515
Hemington Wealth Management
Virginia
$49K +$7.7K +50 +19%
PGAM
1516
Princeton Global Asset Management
New Jersey
$48.6K
T
1517
Tidemark
California
$48K
CCM
1518
Campbell Capital Management
Florida
$46.3K
MSFP
1519
Mark Sheptoff Financial Planning
Connecticut
$46.3K
CB
1520
CNB Bank
Pennsylvania
$46.3K
HH
1521
HWG Holdings
Texas
$46.3K +$46.3K +300 New
BAM
1522
Bellevue Asset Management
Washington
$46K
FGA
1523
Fortis Group Advisors
New Jersey
$46K
DFA
1524
DHJJ Financial Advisors
Illinois
$44.1K
BWL
1525
Bogart Wealth LLC
Virginia
$44.1K +$1.54K +10 +4%