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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
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
$9.91K
IAIM
402
International Assets Investment Management
Florida
$9.46K
CIAM
403
Caitong International Asset Management
Hong Kong
$9.3K
EWP
404
Elevation Wealth Partners
California
$9K
PWS
405
Peterson Wealth Services
Utah
$8.85K
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$8.69K
GWM
407
Geneos Wealth Management
Colorado
$7.63K
OP
408
ORG Partners
Indiana
$7.47K
CIAS
409
CBIZ Investment Advisory Services
Ohio
$7.32K
CA
410
CoreCap Advisors
Michigan
$7.17K
CT
411
Colonial Trust
South Carolina
$7.17K
RFP
412
Root Financial Partners
California
$6.56K
MFP
413
Meramec Financial Planners
Missouri
$6.36K
BWL
414
Bogart Wealth LLC
Virginia
$5.95K
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$5.79K
PTC
416
Private Trust Company
Ohio
$5.64K
MMCM
417
Murphy & Mullick Capital Management
New York
$5.34K
HNW
418
High Note Wealth
Minnesota
$5.34K
SC
419
SouthState Corp
Florida
$5.19K
SL
420
Salomon & Ludwin
Virginia
$4.96K
S
421
Sachetta
Massachusetts
$4.12K
PWPS
422
Pinnacle Wealth Planning Services
Ohio
$4.12K
BFP
423
Birchwood Financial Partners
Minnesota
$3.51K
EW
424
Elyxium Wealth
California
$3.05K
AA
425
Ancora Advisors
Ohio
$2.9K