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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
WPC
326
Wedmont Private Capital
Pennsylvania
$241K +$234K +1,573 New
RFC
327
Regions Financial Corp
Alabama
$240K +$24.5K +165 +12%
NDSIB
328
North Dakota State Investment Board
North Dakota
$239K +$233K +1,568 New
M&T Bank
329
M&T Bank
New York
$239K +$233K +1,567 New
GI
330
GAMMA Investing
California
$236K +$151K +1,016 +191%
SCM
331
Shelton Capital Management
Colorado
$236K
DWT
332
Dorsey & Whitney Trust
South Dakota
$234K -$6.84K -46 -3%
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$233K -$38.5K -259 -14%
GCM
334
Gallacher Capital Management
Colorado
$226K -$218K -1,467 -50%
CAG
335
Crestwood Advisors Group
Massachusetts
$226K +$220K +1,481 New
SW
336
SkyOak Wealth
Michigan
$226K -$9.97K -67 -4%
1C
337
111 Capital
France
$224K -$391K -2,631 -64%
KAS
338
Kestra Advisory Services
Texas
$222K -$90.5K -608 -29%
Commonwealth Equity Services
339
Commonwealth Equity Services
Massachusetts
$215K -$191K -1,285 -48%
PFBT
340
Parkside Financial Bank & Trust
Missouri
$214K -$16.1K -108 -7%
MWM
341
Modern Wealth Management
Kansas
$211K +$206K +1,386 New
WCM
342
Washington Capital Management
Washington
$211K -$2.98K -20 -1%
Jones Financial Companies
343
Jones Financial Companies
Missouri
$208K +$5.5K +37 +3%
CAM
344
Cresset Asset Management
Illinois
$206K -$50.6K -340 -20%
OAC
345
OMERS Administration Corp
Ontario, Canada
$205K
FTWA
346
Fifth Third Wealth Advisors
Ohio
$201K -$2.98K -20 -1%
EI
347
Ethic Inc
New York
$201K +$196K +1,319 New
EWA
348
EverSource Wealth Advisors
Alabama
$187K +$86K +578 +89%
FFA
349
Farther Finance Advisors
California
$170K +$89.6K +602 +118%
SO
350
STRS Ohio
Ohio
$160K -$2.23K -15 -1%