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Paylocity
PCTY

Overview Fund Activity

483 hedge funds and large institutions have $7.97B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
6.48%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
78
Increased
185
Reduced
158
Closed
54
Calls
$7.36M
Puts
$1.92M
Net Calls
+$5.44M
Net Calls Change
+$19.1M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$238M
2
AQR Capital Management
AQR Capital Management
Connecticut
$81.4M
3
Two Sigma Investments
Two Sigma Investments
New York
$43.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$62M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$155M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$660M
2
WA
Wasatch Advisors
Utah
$322M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
ZIG
Zurich Insurance Group
Switzerland
$0
5
William Blair Investment Management
William Blair Investment Management
Illinois
$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
451
Cornerstone Planning Group
New Jersey
$2.36K -$1.45K -8 -38%
BIA
452
Bell Investment Advisors
California
$2.36K +$725 +4 +44%
BBHC
453
Brown Brothers Harriman & Co
New York
$2.36K +$2.36K +13 New
FFO
454
Fortitude Family Office
Arizona
$2.36K +$2.36K +13 New
CTC
455
Central Trust Company
Missouri
$2.18K -$13.1K -72 -86%
S
456
Sachetta
Massachusetts
$2.18K – – –
SWM
457
Spire Wealth Management
Virginia
$2.17K – – –
TPWA
458
Twin Peaks Wealth Advisors
California
$1.88K +$1.88K +11 New
WA
459
Whipplewood Advisors
Colorado
$1.63K -$5.98K -33 -79%
PWMG
460
Private Wealth Management Group
New Jersey
$1.45K – – –
WA
461
WPG Advisers
Maryland
$1.27K +$543 +3 +75%
DPW
462
DiNuzzo Private Wealth
Pennsylvania
$1.09K – – –
ADL
463
Asset Dedication LLC
California
$1.09K +$1.09K +6 New
JWA
464
JFS Wealth Advisors
Pennsylvania
$906 -$2.9K -16 -76%
SC
465
SouthState Corp
Florida
$906 -$1.27K -7 -58%
CFD
466
Creative Financial Designs
Indiana
$906 – – –
SO
467
Sierra Ocean
California
$725 – – –
CTB
468
Country Trust Bank
Illinois
$725 +$725 +4 New
BHWM
469
Bay Harbor Wealth Management
Maryland
$543 +$362 +2 +200%
SIC
470
SJS Investment Consulting
Ohio
$363 -$363 -2 -50%
RWM
471
Rialto Wealth Management
New York
$363 +$363 +2 New
HIA
472
HFM Investment Advisors
New Jersey
$362 +$362 +2 New
TIM
473
Tortoise Investment Management
New York
$362 +$362 +2 New
LWMI
474
Legacy Wealth Management (Idaho)
Idaho
$182 – – –
MCM
475
MV Capital Management
Maryland
$182 – – –
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19
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