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Paylocity

459 hedge funds and large institutions have $6.6B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 169 increasing their positions, 178 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 480459 (-21)

15% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 81

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.3M
Puts
$4.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Empirical Wealth Management
Washington
$309K
BC
302
Bridgefront Capital
Texas
$307K
CL
303
Choreo LLC
Illinois
$304K
SA
304
Sanctuary Advisors
Indiana
$303K
ProShare Advisors
305
ProShare Advisors
Maryland
$294K
HIP
306
HUB Investment Partners
Texas
$292K
IWC
307
Integrated Wealth Concepts
Massachusetts
$291K
Bessemer Group
308
Bessemer Group
New Jersey
$288K
KWM
309
Keebeck Wealth Management
Illinois
$281K
CIA
310
Caerus Investment Advisors
Texas
$276K
Mitsubishi UFJ Trust & Banking
311
Mitsubishi UFJ Trust & Banking
Japan
$275K
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$272K
CFO
313
Callan Family Office
Pennsylvania
$270K
RGC
314
Roberts, Glore & Co
Illinois
$265K
WA
315
Wealth Alliance
New York
$262K
TRCT
316
Tower Research Capital (TRC)
New York
$254K
VWM
317
Venturi Wealth Management
Texas
$250K
TI
318
Tidal Investments
Wisconsin
$248K
P
319
&Partners
Tennessee
$244K
EWA
320
EP Wealth Advisors
California
$242K
HAG
321
HighPoint Advisor Group
Illinois
$241K
BEI
322
Benjamin Edwards Inc
Missouri
$241K
WPC
323
Wedmont Private Capital
Pennsylvania
$241K
RFC
324
Regions Financial Corp
Alabama
$240K
NDSIB
325
North Dakota State Investment Board
North Dakota
$239K