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Paylocity

478 hedge funds and large institutions have $6.65B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 177 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

4.21% less ownership

Funds ownership: 79.86%75.65% (-4.2%)

17% less capital invested

Capital invested by funds: $7.99B → $6.65B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$2.56M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$67.7M
3 +$62.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$44M

Top Sellers

1 -$366M
2 -$76.4M
3 -$75.7M
4
Invesco
Invesco
Georgia
-$69.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
401
Huntington National Bank
Ohio
$42.7K
PPA
402
Pilgrim Partners Asia
Singapore
$41.4K
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$39K
ASN
404
Advisory Services Network
Georgia
$38.2K
SS
405
SBI Securities
Japan
$38.1K
AAM
406
Advisors Asset Management
Colorado
$36.6K
HFS
407
Hughes Financial Services
Virginia
$35.6K
IA
408
IFP Advisors
Florida
$33K
UB
409
UMB Bank
Missouri
$32K
CA
410
Clearstead Advisors
Ohio
$29.3K
WTC
411
WhitTier Trust Company
Nevada
$26.8K
BCWM
412
Bartlett & Co Wealth Management
Ohio
$25.3K
CI Investments Inc
413
CI Investments Inc
Ontario, Canada
$24K
PS
414
Principal Securities
Iowa
$22.6K
Mirae Asset Global Investments
415
Mirae Asset Global Investments
South Korea
$22.1K
AssetMark Inc
416
AssetMark Inc
California
$21.7K
BCV
417
Banque Cantonale Vaudoise
Switzerland
$17K
Nisa Investment Advisors
418
Nisa Investment Advisors
Missouri
$15.9K
Optiver Holding
419
Optiver Holding
Netherlands
$15.9K
AWM
420
Abound Wealth Management
Tennessee
$15.6K
RA
421
Rise Advisors
New York
$15.1K
Mitsubishi UFJ Asset Management
422
Mitsubishi UFJ Asset Management
Japan
$14.8K
WANY
423
Wealthspire Advisors (New York)
New York
$14.8K
RBC
424
Roble Belko & Company
Pennsylvania
$14K
JWM
425
JPL Wealth Management
Colorado
$12.1K