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Paylocity

484 hedge funds and large institutions have $7.99B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 159 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.71% more ownership

Funds ownership: 77.11%79.82% (+2.7%)

1% less capital invested

Capital invested by funds: $8.07B → $7.99B (-$85.6M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
484
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.36M
Puts
$1.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
401
Hughes Financial Services
Virginia
$47.3K
AAP
402
Arax Advisory Partners
Colorado
$47.1K
SS
403
SBI Securities
Japan
$45.7K
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$43.8K
CA
405
Clearstead Advisors
Ohio
$42K
CI Investments Inc
406
CI Investments Inc
Ontario, Canada
$35K
AAM
407
Advisors Asset Management
Colorado
$32.4K
BCWM
408
Bartlett & Co Wealth Management
Ohio
$28.8K
PS
409
Principal Securities
Iowa
$27.5K
WTC
410
WhitTier Trust Company
Nevada
$27.5K
AF
411
Allworth Financial
California
$27.2K
AssetMark Inc
412
AssetMark Inc
California
$26.8K
Mirae Asset Global Investments
413
Mirae Asset Global Investments
South Korea
$25K
NA
414
NewEdge Advisors
Louisiana
$24K
RS
415
Rakuten Securities
Japan
$21.7K
TWD
416
True Wealth Design
Ohio
$20.3K
BCV
417
Banque Cantonale Vaudoise
Switzerland
$19K
Nisa Investment Advisors
418
Nisa Investment Advisors
Missouri
$18.7K
MA
419
Montag & Associates
Georgia
$17.6K
RA
420
Rise Advisors
New York
$17.2K
Mitsubishi UFJ Asset Management
421
Mitsubishi UFJ Asset Management
Japan
$16.9K
LFG
422
Larson Financial Group
Missouri
$16.5K
RBC
423
Roble Belko & Company
Pennsylvania
$16K
Optiver Holding
424
Optiver Holding
Netherlands
$15.9K
CAM
425
Creekmur Asset Management
Illinois
$14.3K