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Paychex

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
22.02%
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
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
1501
GPS Wealth Strategies Group
Colorado
$38.2K +$11K +76 +41%
VWA
1502
Valued Wealth Advisors
Utah
$38.1K +$727 +5 +2%
JWA
1503
JFS Wealth Advisors
Pennsylvania
$37.8K +$291 +2 +0.8%
API
1504
Asset Planning Inc
California
$37.1K
PMFA
1505
Plante Moran Financial Advisors
Michigan
$36.4K
PWMG
1506
Prestige Wealth Management Group
New Jersey
$34.2K
CWM
1507
CarsonAllaria Wealth Management
Illinois
$33.5K -$583 -4 -2%
MCM
1508
MV Capital Management
Maryland
$33.2K +$145 +1 +0.4%
TFGT
1509
TS Financial Group (TSFG)
Illinois
$33K +$143 +1 +0.4%
ABWM
1510
Alpine Bank Wealth Management
Colorado
$32.4K
SCA
1511
Stuart Chaussee & Associates
California
$32K
MWM
1512
MorganRosel Wealth Management
Colorado
$32K
CWM
1513
Consultiva Wealth Management
Puerto Rico
$31.9K
T
1514
Transce3nd
Texas
$31.4K
NC
1515
NewSquare Capital
Pennsylvania
$31.3K +$14.3K +98 +84%
WIM
1516
Westside Investment Management
California
$31.2K +$7.15K +49 +30%
QL
1517
Quarry LP
New York
$29.7K -$2.62K -18 -8%
HFS
1518
Hopwood Financial Services
Virginia
$29.1K -$43.6K -300 -60%
MEG
1519
Millstone Evans Group
Colorado
$28.2K -$5.82K -40 -17%
CWM
1520
Cedar Wealth Management
California
$24.3K
BHWM
1521
Beaird Harris Wealth Management
Texas
$23.4K
BIA
1522
Bell Investment Advisors
California
$23.4K +$1.46K +10 +7%
FCMT
1523
Founders Capital Management (Texas)
Texas
$22.8K
LWA
1524
Lantern Wealth Advisors
New York
$22.4K +$22.4K +17,282 New
TIM
1525
Tortoise Investment Management
New York
$21.1K +$2.04K +14 +11%