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Paylocity

484 hedge funds and large institutions have $7.99B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 159 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.71% more ownership

Funds ownership: 77.11%79.82% (+2.7%)

1% less capital invested

Capital invested by funds: $8.07B → $7.99B (-$85.6M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
484
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.36M
Puts
$1.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Parallel Advisors
California
$13.2K
ECM
427
Estabrook Capital Management
New York
$12.7K
GRP
428
Global Retirement Partners
California
$10.7K
MA
429
MCF Advisors
Kentucky
$9.97K
CIAM
430
Caitong International Asset Management
Hong Kong
$9.78K
CA
431
CoreCap Advisors
Michigan
$8.52K
CT
432
Colonial Trust
South Carolina
$8.52K
BIG
433
Brooklyn Investment Group
New York
$8.15K
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$7.97K
MMCM
435
Murphy & Mullick Capital Management
New York
$6.47K
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$6.34K
TC
437
Truvestments Capital
Florida
$6.16K
LI
438
LRI Investments
Florida
$5.98K
GBT
439
Grove Bank & Trust
Florida
$5.44K
WT
440
Whittier Trust
California
$5.07K
HWM
441
Hemington Wealth Management
Virginia
$5K
HFS
442
Hantz Financial Services
Michigan
$5K
CTWM
443
Cherry Tree Wealth Management
Minnesota
$4.89K
GWM
444
Geneos Wealth Management
Colorado
$4.89K
BWL
445
Bogart Wealth LLC
Virginia
$4.89K
PTC
446
Private Trust Company
Ohio
$4.17K
HNW
447
High Note Wealth
Minnesota
$4.17K
WSFS
448
Wilmington Savings Fund Society
Delaware
$4.17K
TCM
449
TD Capital Management
Tennessee
$3.62K
KG
450
Kilter Group
New York
$2.72K