PCTY icon

Paylocity

487 hedge funds and large institutions have $7.99B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 160 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:

2.69% more ownership

Funds ownership: 77.17%79.86% (+2.7%)

1% less capital invested

Capital invested by funds: $8.08B → $7.99B (-$87.5M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
487
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
WSFS
451
Wilmington Savings Fund Society
Delaware
$4.17K
TCM
452
TD Capital Management
Tennessee
$3.62K
KG
453
Kilter Group
New York
$2.72K
AA
454
Ancora Advisors
Ohio
$2.72K
CPG
455
Cornerstone Planning Group
New Jersey
$2.36K
BIA
456
Bell Investment Advisors
California
$2.36K
BBHC
457
Brown Brothers Harriman & Co
New York
$2.35K
FFO
458
Fortitude Family Office
Arizona
$2.35K
CTC
459
Central Trust Company
Missouri
$2.17K
S
460
Sachetta
Massachusetts
$2.17K
SWM
461
Spire Wealth Management
Virginia
$2.17K
TPWA
462
Twin Peaks Wealth Advisors
California
$1.88K
WA
463
Whipplewood Advisors
Colorado
$1.63K
PWMG
464
Private Wealth Management Group
New Jersey
$1.45K
WA
465
WPG Advisers
Maryland
$1.27K
DPW
466
DiNuzzo Private Wealth
Pennsylvania
$1.09K
ADL
467
Asset Dedication LLC
California
$1.09K
JWA
468
JFS Wealth Advisors
Pennsylvania
$906
SC
469
SouthState Corp
Florida
$906
CFD
470
Creative Financial Designs
Indiana
$906
SO
471
Sierra Ocean
California
$725
CTB
472
Country Trust Bank
Illinois
$725
BHWM
473
Bay Harbor Wealth Management
Maryland
$543
SIC
474
SJS Investment Consulting
Ohio
$363
RWM
475
Rialto Wealth Management
New York
$363