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 %
1M
1601
1248 Management
Missouri
$10.6K +$10.6K +69 New
CWP
1602
Concord Wealth Partners
Virginia
$10.6K +$10.6K +69 New
FUBT
1603
First United Bank & Trust
Maryland
$10.6K +$10.6K +69 New
FWA
1604
FSC Wealth Advisors
New York
$10.3K
KFP
1605
Keener Financial Planning
Texas
$10K
KWM
1606
Kiker Wealth Management
Georgia
$9.87K +$9.87K +64 New
HHGA
1607
Halbert Hargrove Global Advisors
California
$9.72K +$2.01K +13 +26%
JAM
1608
JCIC Asset Management
Ontario, Canada
$9.26K
PWMG
1609
Private Wealth Management Group
New Jersey
$9.1K +$2.78K +18 +44%
RWPA
1610
Richard W. Paul & Associates
Michigan
$8.49K -$2.16K -14 -20%
CIAS
1611
CBIZ Investment Advisory Services
Ohio
$8.02K +$8.02K +52 New
FDW
1612
Fourth Dimension Wealth
Ohio
$7.71K
HT
1613
Headlands Technologies
Illinois
$7.25K -$2.55M -16,549 -100%
BL
1614
BFSG LLC
California
$6.94K -$8.49K -55 -55%
CWM
1615
Compass Wealth Management
Connecticut
$6.79K +$6.79K +44 New
PA
1616
Pineridge Advisors
Missouri
$6.72K +$153 +1 +2%
NFSG
1617
Newbridge Financial Services Group
Florida
$6.61K
IHWM
1618
Iron Horse Wealth Management
Iowa
$6.33K +$2.31K +15 +58%
WPA
1619
Wealth Preservation Advisors
Tennessee
$6.33K +$6.33K +41 New
SO
1620
Sierra Ocean
California
$6.21K
MCM
1621
Manchester Capital Management
Vermont
$6.17K
MIA
1622
MeadowBrook Investment Advisors
Michigan
$6.17K
CWM
1623
Copia Wealth Management
Oregon
$6.02K
HWA
1624
HHM Wealth Advisors
Tennessee
$5.98K
TWD
1625
True Wealth Design
Ohio
$5.88K +$2.94K +19 +100%