We are live on ! Find out more
PCTY icon

Paylocity

463 hedge funds and large institutions have $6.6B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 178 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $4.59M

4.09% more ownership

Funds ownership: 75.75%79.84% (+4.1%)

1% less capital invested

Capital invested by funds: $6.66B → $6.6B (-$50.9M)

4% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 178

4% less funds holding

Funds holding: 484463 (-21)

16% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 83

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
463
Holders Change
-21
Holders Change %
-4.34%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
70
Increased
171
Reduced
178
Closed
83
Calls
$17.3M
Puts
$4.59M
Net Calls
+$12.7M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
401
Mitsubishi UFJ Asset Management
Japan
$13.6K
FFO
402
Fortitude Family Office
Arizona
$12.2K +$10.3K +69 +627%
ECM
403
Estabrook Capital Management
New York
$10.7K
AWM
404
Activest Wealth Management
Florida
$10.2K +$9.97K +67 New
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$9.91K -$50.9K -342 -84%
IAIM
406
International Assets Investment Management
Florida
$9.46K +$9.22K +62 New
EWP
407
Elevation Wealth Partners
California
$9K +$5.36K +36 +157%
PWS
408
Peterson Wealth Services
Utah
$8.85K -$8.63K -58 -50%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$8.69K -$28K -188 -77%
GWM
410
Geneos Wealth Management
Colorado
$7.63K +$5.06K +34 +213%
OP
411
ORG Partners
Indiana
$7.47K +$7.29K +49 New
CIAS
412
CBIZ Investment Advisory Services
Ohio
$7.32K +$7.14K +48 New
CT
413
Colonial Trust
South Carolina
$7.17K
CA
414
CoreCap Advisors
Michigan
$7.17K
RFP
415
Root Financial Partners
California
$6.56K -$1.93K -13 -23%
MFP
416
Meramec Financial Planners
Missouri
$6.36K +$8.03K +54 New
BWL
417
Bogart Wealth LLC
Virginia
$5.95K +$1.78K +12 +44%
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$5.79K
PTC
419
Private Trust Company
Ohio
$5.64K +$4.32K +29 +363%
MMCM
420
Murphy & Mullick Capital Management
New York
$5.34K
HNW
421
High Note Wealth
Minnesota
$5.34K +$1.64K +11 +46%
SC
422
SouthState Corp
Florida
$5.19K +$4.32K +29 +580%
SL
423
Salomon & Ludwin
Virginia
$4.96K +$4.91K +33 New
S
424
Sachetta
Massachusetts
$4.12K +$2.23K +15 +125%
PWPS
425
Pinnacle Wealth Planning Services
Ohio
$4.12K +$4.02K +27 New