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Paylocity

484 hedge funds and large institutions have $6.66B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 175 increasing their positions, 177 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $2.56M

1% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 177

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 489484 (-5)

4.11% less ownership

Funds ownership: 79.85%75.75% (-4.1%)

17% less capital invested

Capital invested by funds: $7.99B → $6.66B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
484
Holders Change
-5
Holders Change %
-1.02%
% of All Funds
6.35%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
67
Increased
175
Reduced
177
Closed
68
Calls
$3.83M
Puts
$2.56M
Net Calls
+$1.27M
Net Calls Change
-$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
401
True Wealth Design
Ohio
$45.6K +$30.8K +174 +155%
AF
402
Allworth Financial
California
$44.9K +$23.4K +132 +88%
ERSOT
403
Employees Retirement System of Texas
Texas
$44K
MCM
404
MAI Capital Management
Ohio
$43.3K -$2.66K -15 -5%
HNB
405
Huntington National Bank
Ohio
$42.7K -$49.2K -278 -51%
PPA
406
Pilgrim Partners Asia
Singapore
$41.4K +$46K +260 New
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$39K +$531 +3 +1%
ASN
408
Advisory Services Network
Georgia
$38.2K +$42.5K +240 New
SS
409
SBI Securities
Japan
$38.1K -$2.3K -13 -5%
AAM
410
Advisors Asset Management
Colorado
$36.6K +$9.03K +51 +28%
SAM
411
Storebrand Asset Management
Norway
$35.7K +$19.8K +112 +100%
HFS
412
Hughes Financial Services
Virginia
$35.6K -$531 -3 -1%
IA
413
IFP Advisors
Florida
$33K -$23.2K -131 -39%
UB
414
UMB Bank
Missouri
$32K -$39.1K -221 -52%
CA
415
Clearstead Advisors
Ohio
$29.3K -$8.5K -48 -21%
WTC
416
WhitTier Trust Company
Nevada
$26.8K +$3.54K +20 +13%
BCWM
417
Bartlett & Co Wealth Management
Ohio
$25.3K
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$24K -$7.08K -40 -21%
PS
419
Principal Securities
Iowa
$22.6K -$1.77K -10 -7%
Mirae Asset Global Investments
420
Mirae Asset Global Investments
South Korea
$22.1K +$177 +1 +0.7%
AssetMark Inc
421
AssetMark Inc
California
$21.7K -$2.13K -12 -8%
BCV
422
Banque Cantonale Vaudoise
Switzerland
$17K
Nisa Investment Advisors
423
Nisa Investment Advisors
Missouri
$15.9K -$531 -3 -3%
Optiver Holding
424
Optiver Holding
Netherlands
$15.9K +$2.13K +12 +14%
AWM
425
Abound Wealth Management
Tennessee
$15.6K +$17.4K +98 New

PCTY Hedge Fund Activity: Q3 2025 in Review

484 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q3 2025, worth a combined $6.66B — down 17% from $7.99B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PCTY and 67 opened new positions — a net loss of 1 holder — while 177 trimmed existing stakes and 175 added.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $116M. The largest seller was T. Rowe Price Associates, cutting an estimated $406M.

  • 484 institutional investors held Paylocity (PCTY) as of Q3 2025, down from 489 in Q2 2025.
  • Funds reported $6.66B of Paylocity stock for Q3 2025, down 17% quarter-over-quarter.
  • 67 funds opened new Paylocity positions in Q3 2025 and 68 closed out, a net change of -1 holder.
  • The largest Paylocity buyer in Q3 2025 was Alyeska Investment Group, an estimated $116M added.
  • The largest Paylocity seller in Q3 2025 was T. Rowe Price Associates, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2025.