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Paylocity

459 hedge funds and large institutions have $6.59B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 178 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 481459 (-22)

15% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 82

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.3M
Puts
$4.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
426
Physician Wealth Advisors
Utah
$2.75K
CPG
427
Cornerstone Planning Group
New Jersey
$2.39K
BIA
428
Bell Investment Advisors
California
$2.29K
BBHC
429
Brown Brothers Harriman & Co
New York
$1.98K
SWM
430
Spire Wealth Management
Virginia
$1.83K
JWA
431
JFS Wealth Advisors
Pennsylvania
$1.83K
PWA
432
Principia Wealth Advisory
Texas
$1.83K
SS
433
Sunbelt Securities
Texas
$1.52K
RS
434
Rakuten Securities
Japan
$1.52K
GSWM
435
Golden State Wealth Management
California
$1.37K
PWMG
436
Private Wealth Management Group
New Jersey
$1.22K
TFA
437
Transamerica Financial Advisors
Florida
$1.22K
SEP
438
Signature Equity Partners
Ohio
$1.07K
AW
439
Avion Wealth
Texas
$1K
AG
440
AmeriFlex Group
Nevada
$915
CFD
441
Creative Financial Designs
Indiana
$915
QWM
442
Quaker Wealth Management
New Jersey
$915
HI
443
Harbour Investments
Wisconsin
$915
Optiver Holding
444
Optiver Holding
Netherlands
$610
BFS
445
Bare Financial Services
Pennsylvania
$610
ACA
446
American Capital Advisory
Idaho
$610
CFB
447
Cullen/Frost Bankers
Texas
$458
DPW
448
DiNuzzo Private Wealth
Pennsylvania
$458
CFO
449
CVA Family Office
Colorado
$458
CH
450
Cromwell Holdings
Wyoming
$458