PAYX icon

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 %
BTD
1526
BankPlus Trust Department
Mississippi
$43.2K
EA
1527
Evolution Advisers
Virginia
$42K
JWA
1528
JFS Wealth Advisors
Pennsylvania
$39.8K
VWA
1529
Valued Wealth Advisors
Utah
$39.7K +$9.88K +64 +33%
API
1530
Asset Planning Inc
California
$39.3K
PMFA
1531
Plante Moran Financial Advisors
Michigan
$38.6K
NWM
1532
Nova Wealth Management
Florida
$37.8K +$37.8K +245 New
PWMG
1533
Prestige Wealth Management Group
New Jersey
$36.3K -$154 -1 -0.4%
CWM
1534
CarsonAllaria Wealth Management
Illinois
$36.1K +$309 +2 +0.9%
MEG
1535
Millstone Evans Group
Colorado
$36.1K
MCM
1536
MV Capital Management
Maryland
$35K -$309 -2 -0.9%
TFGT
1537
TS Financial Group (TSFG)
Illinois
$35K +$19.3K +126 +122%
ABWM
1538
Alpine Bank Wealth Management
Colorado
$34.4K +$34.4K +223 New
QL
1539
Quarry LP
New York
$34.3K +$34.3K +222 New
WCM
1540
WealthTrak Capital Management
Virginia
$34.1K +$2.78K +18 +9%
AW
1541
Avion Wealth
Texas
$34K
SCA
1542
Stuart Chaussee & Associates
California
$33.9K
MWM
1543
MorganRosel Wealth Management
Colorado
$33.9K +$33.9K +220 New
CWM
1544
Consultiva Wealth Management
Puerto Rico
$33.8K
T
1545
Transce3nd
Texas
$33.3K -$15.6K -101 -32%
CIR
1546
Clear Investment Research
Georgia
$30.4K
FFO
1547
Fortitude Family Office
Arizona
$30.4K -$8.18K -53 -21%
GWSG
1548
GPS Wealth Strategies Group
Colorado
$28.9K +$309 +2 +1%
CWM
1549
Cedar Wealth Management
California
$25.8K
WIM
1550
Westside Investment Management
California
$25.5K