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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
BFP
426
Birchwood Financial Partners
Minnesota
$3.51K +$3.42K +23 New
EW
427
Elyxium Wealth
California
$3.05K +$2.98K +20 New
AA
428
Ancora Advisors
Ohio
$2.9K +$595 +4 +27%
PWA
429
Physician Wealth Advisors
Utah
$2.75K +$2.68K +18 New
CPG
430
Cornerstone Planning Group
New Jersey
$2.39K -$156K -1,047 -98%
BIA
431
Bell Investment Advisors
California
$2.29K +$595 +4 +36%
BBHC
432
Brown Brothers Harriman & Co
New York
$1.98K
SWM
433
Spire Wealth Management
Virginia
$1.83K
JWA
434
JFS Wealth Advisors
Pennsylvania
$1.83K +$744 +5 +71%
PWA
435
Principia Wealth Advisory
Texas
$1.83K +$1.78K +12 New
SS
436
Sunbelt Securities
Texas
$1.52K -$298 -2 -17%
RS
437
Rakuten Securities
Japan
$1.52K +$1.49K +10 New
GSWM
438
Golden State Wealth Management
California
$1.37K +$1.34K +9 New
PWMG
439
Private Wealth Management Group
New Jersey
$1.22K
TFA
440
Transamerica Financial Advisors
Florida
$1.22K +$595 +4 +100%
SEP
441
Signature Equity Partners
Ohio
$1.07K +$1.04K +7 New
AW
442
Avion Wealth
Texas
$1K +$1.34K +9 +300%
AG
443
AmeriFlex Group
Nevada
$915 -$893 -6 -50%
CFD
444
Creative Financial Designs
Indiana
$915 +$149 +1 +20%
BWA
445
Basecamp Wealth Advisors
Washington
$915 +$893 +6 New
HI
446
Harbour Investments
Wisconsin
$915 +$893 +6 New
QWM
447
Quaker Wealth Management
New Jersey
$915 +$893 +6 New
Optiver Holding
448
Optiver Holding
Netherlands
$610 -$14.3K -96 -96%
ACA
449
American Capital Advisory
Idaho
$610 +$595 +4 New
BFS
450
Bare Financial Services
Pennsylvania
$610 +$595 +4 New