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Paylocity

485 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, 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 (-$85.4M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
485
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
AA
451
Ancora Advisors
Ohio
$2.72K
KG
452
Kilter Group
New York
$2.72K
CPG
453
Cornerstone Planning Group
New Jersey
$2.36K
BIA
454
Bell Investment Advisors
California
$2.36K
BBHC
455
Brown Brothers Harriman & Co
New York
$2.35K
FFO
456
Fortitude Family Office
Arizona
$2.35K
CTC
457
Central Trust Company
Missouri
$2.17K
S
458
Sachetta
Massachusetts
$2.17K
SWM
459
Spire Wealth Management
Virginia
$2.17K
TPWA
460
Twin Peaks Wealth Advisors
California
$1.88K
WA
461
Whipplewood Advisors
Colorado
$1.63K
PWMG
462
Private Wealth Management Group
New Jersey
$1.45K
WA
463
WPG Advisers
Maryland
$1.27K
DPW
464
DiNuzzo Private Wealth
Pennsylvania
$1.09K
ADL
465
Asset Dedication LLC
California
$1.09K
JWA
466
JFS Wealth Advisors
Pennsylvania
$906
SC
467
SouthState Corp
Florida
$906
CFD
468
Creative Financial Designs
Indiana
$906
SO
469
Sierra Ocean
California
$725
CTB
470
Country Trust Bank
Illinois
$725
BHWM
471
Bay Harbor Wealth Management
Maryland
$543
SIC
472
SJS Investment Consulting
Ohio
$363
RWM
473
Rialto Wealth Management
New York
$363
TIM
474
Tortoise Investment Management
New York
$362
HIA
475
HFM Investment Advisors
New Jersey
$362