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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 %
KMWM
1726
Keudell/Morrison Wealth Management
Oregon
-$201K -1,437 Closed
VAG
1727
VisionPoint Advisory Group
Texas
-$164K -1,182 Closed
KBFS
1728
Kohmann Bosshard Financial Services
Ohio
-$150K -1,068 Closed
EBA
1729
Eagle Bay Advisors
New York
-$122K -868 Closed
MFG
1730
Menard Financial Group
Texas
-$120K -859 Closed
AWM
1731
Avior Wealth Management
Nebraska
-$95.2K -679 Closed
ECM
1732
Eisler Capital Management
United Kingdom
-$71.3K -515 Closed
MB
1733
Mizuho Bank
Japan
-$63.1K -450 Closed
T
1734
TOBAM
France
-$59K -424 Closed
PCWA
1735
Pacific Capital Wealth Advisors
California
-$56.6K -404 Closed
CHC
1736
City Holding Co
West Virginia
-$42.1K -300 Closed
MG
1737
MilWealth Group
Wisconsin
-$35.5K -253 Closed
UBP
1738
Union Bancaire Privee
Switzerland
-$28K -200 Closed
CAS
1739
Coppell Advisory Solutions
Texas
-$16.4K -117 Closed
SSG
1740
Summit Securities Group
New York
-$12.6K -90 Closed
MSWM
1741
Mowery & Schoenfeld Wealth Management
Illinois
-$11.4K -81 Closed
Capstone Investment Advisors
1742
Capstone Investment Advisors
New York
-$8.69K -62 Closed
TCM
1743
Tributary Capital Management
Nebraska
-$6.17K -44 Closed
ME
1744
McIlrath & Eck
Washington
-$6.03K -43 Closed
CMBA
1745
C.M. Bidwell & Associates
Hawaii
-$4.63K -33 Closed
DWA
1746
Delos Wealth Advisors
Texas
-$4.35K -31 Closed
CTB
1747
Country Trust Bank
Illinois
-$2.24K -16 Closed
FWM
1748
FLP Wealth Management
Arkansas
-$2.15K -15 Closed
FG
1749
Fairman Group
Pennsylvania
-$1.12K -8 Closed
BFPW
1750
BOK Financial Private Wealth
Colorado
-$1.12K -8 Closed