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Paylocity

483 hedge funds and large institutions have $7.97B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
6.48%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
78
Increased
185
Reduced
158
Closed
54
Calls
$7.36M
Puts
$1.92M
Net Calls
+$5.44M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
426
Estabrook Capital Management
New York
$12.7K
GRP
427
Global Retirement Partners
California
$10.7K +$10.7K +59 New
MA
428
MCF Advisors
Kentucky
$9.97K +$1.81K +10 +22%
CIAM
429
Caitong International Asset Management
Hong Kong
$9.78K -$15.6K -86 -61%
CA
430
CoreCap Advisors
Michigan
$8.52K
CT
431
Colonial Trust
South Carolina
$8.52K
BIG
432
Brooklyn Investment Group
New York
$8.15K -$181 -1 -2%
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$7.97K -$4.17K -23 -34%
MMCM
434
Murphy & Mullick Capital Management
New York
$6.47K
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$6.34K +$544 +3 +9%
TC
436
Truvestments Capital
Florida
$6.16K
LI
437
LRI Investments
Florida
$5.98K
GBT
438
Grove Bank & Trust
Florida
$5.44K -$181 -1 -3%
WT
439
Whittier Trust
California
$5.07K +$5.07K +28 New
HWM
440
Hemington Wealth Management
Virginia
$5K +$469 +3 +10%
HFS
441
Hantz Financial Services
Michigan
$5K +$4.26K +23 +575%
CTWM
442
Cherry Tree Wealth Management
Minnesota
$4.89K
GWM
443
Geneos Wealth Management
Colorado
$4.89K -$1.09K -6 -18%
BWL
444
Bogart Wealth LLC
Virginia
$4.89K
PTC
445
Private Trust Company
Ohio
$4.17K -$3.99K -22 -49%
WSFS
446
Wilmington Savings Fund Society
Delaware
$4.17K
HNW
447
High Note Wealth
Minnesota
$4.17K
TCM
448
TD Capital Management
Tennessee
$3.62K +$3.62K +20 New
KG
449
Kilter Group
New York
$2.72K +$2.72K +15 New
AA
450
Ancora Advisors
Ohio
$2.72K +$2.72K +15 New