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Paylocity

463 hedge funds and large institutions have $8.07B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
6.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
78
Increased
199
Reduced
132
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
IAN
326
Integrated Advisors Network
Texas
$256K +$256K +1,367 New
Focus Partners Wealth
327
Focus Partners Wealth
Massachusetts
$256K +$50.4K +269 +25%
AFCM
328
Applied Finance Capital Management
Puerto Rico
$255K +$2.06K +11 +0.8%
FTWA
329
Fifth Third Wealth Advisors
Ohio
$253K +$749 +4 +0.3%
OAC
330
OMERS Administration Corp
Ontario, Canada
$251K -$41.4K -221 -14%
QCM
331
QRG Capital Management
Illinois
$249K -$14.4K -77 -5%
TRCT
332
Tower Research Capital (TRC)
New York
$247K -$299K -1,594 -55%
HR
333
Hardy Reed
Mississippi
$246K +$25.1K +134 +11%
CCM
334
Coldstream Capital Management
Washington
$244K +$24.2K +129 +11%
SW
335
SkyOak Wealth
Michigan
$236K -$84.7K -452 -26%
Jones Financial Companies
336
Jones Financial Companies
Missouri
$235K -$14K -75 -6%
SAM
337
Shell Asset Management
Netherlands
$234K +$234K +1,248 New
Marshall Wace
338
Marshall Wace
United Kingdom
$232K +$232K +1,238 New
ACM
339
Aster Capital Management
United Arab Emirates
$232K +$232K +1,134 New
Corient Private Wealth
340
Corient Private Wealth
Florida
$231K +$231K +1,233 New
M&T Bank
341
M&T Bank
New York
$226K -$104K -557 -32%
ABC
342
Associated Banc-Corp
Wisconsin
$226K +$9.74K +52 +5%
ECM
343
Everence Capital Management
Indiana
$217K
BDFN
344
Bond & Devick Financial Network
Minnesota
$215K +$215K +1,150 New
VCA
345
Verdence Capital Advisors
Maryland
$214K +$214K +1,140 New
SRL
346
Scientech Research LLC
New Jersey
$207K -$108K -576 -34%
VFA
347
Voya Financial Advisors
Connecticut
$207K -$20.7K -111 -9%
FC
348
Farringdon Capital
United Kingdom
$206K +$206K +1,097 New
Rafferty Asset Management
349
Rafferty Asset Management
New York
$205K -$66.9K -357 -25%
OF
350
Optimize Financial
California
$201K -$50.4K -269 -20%