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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
PA
376
Parallel Advisors
California
$43.3K
ERSOT
377
Employees Retirement System of Texas
Texas
$43K
HFS
378
Hughes Financial Services
Virginia
$38.3K
SS
379
SBI Securities
Japan
$36.8K
AAM
380
Advisors Asset Management
Colorado
$34.5K
HNB
381
Huntington National Bank
Ohio
$33.7K
MCM
382
MAI Capital Management
Ohio
$33.1K
CA
383
Clearstead Advisors
Ohio
$31K
Los Angeles Capital Management
384
Los Angeles Capital Management
California
$30.1K
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$29K
FHA
386
Flagship Harbor Advisors
Massachusetts
$26.7K
BCWM
387
Bartlett & Co Wealth Management
Ohio
$22.9K
AssetMark Inc
388
AssetMark Inc
California
$22.9K
QC
389
Quent Capital
New York
$20.9K
LFG
390
Larson Financial Group
Missouri
$18K
WTC
391
WhitTier Trust Company
Nevada
$16.5K
SIC
392
SJS Investment Consulting
Ohio
$15.9K
Nisa Investment Advisors
393
Nisa Investment Advisors
Missouri
$14.2K
SAG
394
SageView Advisory Group
California
$14.2K
RBC
395
Roble Belko & Company
Pennsylvania
$14K
SPIA
396
Steward Partners Investment Advisory
New York
$13.6K
Mitsubishi UFJ Asset Management
397
Mitsubishi UFJ Asset Management
Japan
$13.6K
FFO
398
Fortitude Family Office
Arizona
$12.2K
ECM
399
Estabrook Capital Management
New York
$10.7K
AWM
400
Activest Wealth Management
Florida
$10.2K