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Paylocity

473 hedge funds and large institutions have $6.64B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 169 increasing their positions, 174 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:

4.19% less ownership

Funds ownership: 79.82%75.63% (-4.2%)

17% less capital invested

Capital invested by funds: $7.99B → $6.64B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
473
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
CA
426
CoreCap Advisors
Michigan
$7.49K
CT
427
Colonial Trust
South Carolina
$7.49K
AUB
428
Atlantic Union Bankshares
Virginia
$7.17K
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$6.53K
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$6.05K
MMCM
431
Murphy & Mullick Capital Management
New York
$5.57K
MG
432
Mather Group
Illinois
$5.57K
LI
433
LRI Investments
Florida
$5.26K
FHC
434
First Horizon Corporation
Tennessee
$4.46K
CTWM
435
Cherry Tree Wealth Management
Minnesota
$4.3K
BWL
436
Bogart Wealth LLC
Virginia
$4.3K
HNW
437
High Note Wealth
Minnesota
$3.82K
QC
438
Quent Capital
New York
$3.82K
EWP
439
Elevation Wealth Partners
California
$3.66K
N
440
Natixis
France
$3.66K
TCM
441
TD Capital Management
Tennessee
$3.19K
GRP
442
Global Retirement Partners
California
$3.03K
HWM
443
Hemington Wealth Management
Virginia
$3K
PG
444
Proffitt & Goodson
Tennessee
$2.55K
GWM
445
Geneos Wealth Management
Colorado
$2.55K
AA
446
Ancora Advisors
Ohio
$2.39K
BBHC
447
Brown Brothers Harriman & Co
New York
$2.07K
S
448
Sachetta
Massachusetts
$1.91K
SWM
449
Spire Wealth Management
Virginia
$1.91K
SS
450
Sunbelt Securities
Texas
$1.91K