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Paylocity

463 hedge funds and large institutions have $6.6B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 178 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $4.59M

4.09% more ownership

Funds ownership: 75.75%79.84% (+4.1%)

1% less capital invested

Capital invested by funds: $6.66B → $6.6B (-$50.9M)

4% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 178

4% less funds holding

Funds holding: 484463 (-21)

16% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 83

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
463
Holders Change
-21
Holders Change %
-4.34%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
70
Increased
171
Reduced
178
Closed
83
Calls
$17.3M
Puts
$4.59M
Net Calls
+$12.7M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
301
Maryland State Retirement & Pension System
Maryland
$309K
EWM
302
Empirical Wealth Management
Washington
$309K +$302K +2,028 New
IFG
303
Independent Financial Group
California
$309K
BC
304
Bridgefront Capital
Texas
$307K -$1.28M -8,570 -81%
CL
305
Choreo LLC
Illinois
$304K -$54.6K -367 -16%
SA
306
Sanctuary Advisors
Indiana
$303K -$595 -4 -0.2%
ProShare Advisors
307
ProShare Advisors
Maryland
$294K -$11.2K -75 -4%
HIP
308
HUB Investment Partners
Texas
$292K +$76.9K +517 +37%
IWC
309
Integrated Wealth Concepts
Massachusetts
$291K -$76.2K -512 -21%
Bessemer Group
310
Bessemer Group
New Jersey
$288K +$8.18K +55 +3%
EP
311
Essential Partners
California
$285K +$186K +1,253 +203%
KWM
312
Keebeck Wealth Management
Illinois
$281K -$45.5K -306 -14%
CIA
313
Caerus Investment Advisors
Texas
$276K +$37K +249 +16%
Mitsubishi UFJ Trust & Banking
314
Mitsubishi UFJ Trust & Banking
Japan
$275K -$214K -1,439 -44%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$272K
CFO
316
Callan Family Office
Pennsylvania
$270K +$263K +1,769 New
RGC
317
Roberts, Glore & Co
Illinois
$265K
WA
318
Wealth Alliance
New York
$262K +$15.6K +105 +7%
TRCT
319
Tower Research Capital (TRC)
New York
$254K -$121K -811 -33%
VWM
320
Venturi Wealth Management
Texas
$250K +$244K +1,638 New
TI
321
Tidal Investments
Wisconsin
$248K -$229K -1,541 -49%
P
322
&Partners
Tennessee
$244K -$13.8K -93 -5%
EWA
323
EP Wealth Advisors
California
$242K +$236K +1,587 New
HAG
324
HighPoint Advisor Group
Illinois
$241K +$1.49K +10 +0.6%
BEI
325
Benjamin Edwards Inc
Missouri
$241K -$5.36K -36 -2%