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Paylocity

483 hedge funds and large institutions have $7.97B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
6.48%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
78
Increased
185
Reduced
158
Closed
54
Calls
$7.36M
Puts
$1.92M
Net Calls
+$5.44M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
301
Knollwood Investment Advisory
Maryland
$399K
FGP
302
Freestone Grove Partners
California
$387K +$387K +2,135 New
LAM
303
L2 Asset Management
Massachusetts
$385K +$50.4K +278 +15%
Bessemer Group
304
Bessemer Group
New Jersey
$385K -$760K -4,193 -66%
VA
305
Vident Advisory
Georgia
$382K +$10.1K +56 +3%
YC
306
Yarbrough Capital
Tennessee
$380K
MC
307
Machina Capital
France
$379K +$27.2K +150 +8%
Corient Private Wealth
308
Corient Private Wealth
Florida
$375K +$152K +838 +68%
ProShare Advisors
309
ProShare Advisors
Maryland
$372K +$11.8K +65 +3%
M1FG
310
Mach-1 Financial Group
Arkansas
$371K +$371K +2,047 New
MSRPS
311
Maryland State Retirement & Pension System
Maryland
$367K
CAM
312
Cresset Asset Management
Illinois
$364K -$109K -603 -23%
UBP
313
Union Bancaire Privee
Switzerland
$362K -$395K -2,229 -52%
IWC
314
Integrated Wealth Concepts
Massachusetts
$361K +$361K +1,995 New
CCA
315
Cobblestone Capital Advisors
New York
$360K
TSS
316
Two Sigma Securities
New York
$359K +$64.1K +354 +22%
AWA
317
Aaron Wealth Advisors
Illinois
$356K +$906 +5 +0.3%
MOS
318
MGO One Seven
Ohio
$348K +$54.4K +300 +19%
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$339K -$6.7K -37 -2%
Pacer Advisors
320
Pacer Advisors
Pennsylvania
$335K +$335K +1,848 New
RGC
321
Roberts, Glore & Co
Illinois
$332K
PTC
322
Petrus Trust Company
Texas
$330K +$77.4K +427 +31%
Mitsubishi UFJ Trust & Banking
323
Mitsubishi UFJ Trust & Banking
Japan
$327K +$327K +1,802 New
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
$323K
WA
325
Wealth Alliance
New York
$320K +$30.6K +169 +11%