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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
22.03%
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 %
HHGA
1576
Halbert Hargrove Global Advisors
California
$7.27K -$1.89K -13 -21%
FDW
1577
Fourth Dimension Wealth
Ohio
$7.27K
MAM
1578
Meeder Asset Management
Ohio
$6.69K -$11.8K -81 -64%
PA
1579
Pineridge Advisors
Missouri
$6.38K
NFSG
1580
Newbridge Financial Services Group
Florida
$6.27K
KWM
1581
Kiker Wealth Management
Georgia
$6.11K -$3.2K -22 -34%
WPA
1582
Wealth Preservation Advisors
Tennessee
$5.96K
IHWM
1583
Iron Horse Wealth Management
Iowa
$5.96K
MCM
1584
Manchester Capital Management
Vermont
$5.67K -$145 -1 -3%
CWM
1585
Copia Wealth Management
Oregon
$5.67K
KG
1586
Kilter Group
New York
$5.53K +$5.53K +38 New
JFA
1587
JNBA Financial Advisors
Minnesota
$5.24K
HWA
1588
HHM Wealth Advisors
Tennessee
$4.95K -$727 -5 -13%
JGIA
1589
Jackson Grant Investment Advisers
Connecticut
$4.95K
AWM
1590
Abound Wealth Management
Tennessee
$4.81K
GTAM
1591
Global Trust Asset Management
Florida
$4.8K
EWM
1592
Evolution Wealth Management
Florida
$4.8K +$4.8K +33 New
TVWM
1593
Tower View Wealth Management
Wisconsin
$4.75K +$144 +1 +3%
FF
1594
Friedenthal Financial
New Jersey
$4.66K +$4.66K +32 New
DPW
1595
DiNuzzo Private Wealth
Pennsylvania
$4.51K +$145 +1 +3%
DWA
1596
Delos Wealth Advisors
Texas
$4.51K +$4.51K +31 New
FWM
1597
FSA Wealth Management
Massachusetts
$4.51K
OW
1598
Olistico Wealth
Oklahoma
$4.22K +$4.22K +29 New
WCM
1599
WealthTrak Capital Management
Virginia
$3.93K -$28.2K -194 -88%
AS
1600
Altshuler Shaham
Israel
$3.78K +$145 +1 +4%