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Paylocity

459 hedge funds and large institutions have $6.59B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 178 reducing their positions, and 82 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:

5% less funds holding

Funds holding: 481459 (-22)

15% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 82

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