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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
BTI
376
Blue Trust Inc
Georgia
$48.3K
Simplex Trading
377
Simplex Trading
Illinois
$47.4K +$46.3K +311 New
LSA
378
Leonteq Securities AG
Switzerland
$44.8K -$29.2K -196 -40%
QL
379
Quarry LP
New York
$44.5K -$154K -1,033 -78%
PA
380
Parallel Advisors
California
$43.3K +$34.5K +232 +446%
ERSOT
381
Employees Retirement System of Texas
Texas
$43K
HFS
382
Hughes Financial Services
Virginia
$38.3K +$149 +1 +0.4%
SS
383
SBI Securities
Japan
$36.8K +$298 +2 +0.8%
AAM
384
Advisors Asset Management
Colorado
$34.5K -$595 -4 -2%
HNB
385
Huntington National Bank
Ohio
$33.7K -$6.99K -47 -18%
MCM
386
MAI Capital Management
Ohio
$33.1K -$8.18K -55 -20%
CA
387
Clearstead Advisors
Ohio
$31K +$2.83K +19 +10%
Los Angeles Capital Management
388
Los Angeles Capital Management
California
$30.1K +$31.7K +213 New
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$29K +$22.2K +149 +363%
FHA
390
Flagship Harbor Advisors
Massachusetts
$26.7K +$26K +175 New
BCWM
391
Bartlett & Co Wealth Management
Ohio
$22.9K -$1.34K -9 -6%
AssetMark Inc
392
AssetMark Inc
California
$22.9K +$2.08K +14 +10%
QC
393
Quent Capital
New York
$20.9K +$16.8K +113 +471%
LFG
394
Larson Financial Group
Missouri
$18K +$10.6K +71 +151%
WTC
395
WhitTier Trust Company
Nevada
$16.5K -$9.52K -64 -37%
SIC
396
SJS Investment Consulting
Ohio
$15.9K -$28.9K -194 -65%
Nisa Investment Advisors
397
Nisa Investment Advisors
Missouri
$14.2K -$1.04K -7 -7%
SAG
398
SageView Advisory Group
California
$14.2K +$13.8K +93 New
RBC
399
Roble Belko & Company
Pennsylvania
$14K
SPIA
400
Steward Partners Investment Advisory
New York
$13.6K -$40.3K -271 -75%