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Paylocity

481 hedge funds and large institutions have $6.65B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 177 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

4.14% less ownership

Funds ownership: 79.81%75.67% (-4.1%)

17% less capital invested

Capital invested by funds: $7.99B → $6.65B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
481
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$2.56M
Net Calls
Net Calls Change

Top Buyers

1 +$116M
2 +$75.3M
3 +$69.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$49.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$48.9M

Top Sellers

1 -$406M
2 -$84.9M
3 -$84.2M
4
Invesco
Invesco
Georgia
-$77.1M
5
ClearBridge Investments
ClearBridge Investments
New York
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
451
Proffitt & Goodson
Tennessee
$2.55K
GWM
452
Geneos Wealth Management
Colorado
$2.55K
AA
453
Ancora Advisors
Ohio
$2.39K
BBHC
454
Brown Brothers Harriman & Co
New York
$2.07K
S
455
Sachetta
Massachusetts
$1.91K
SWM
456
Spire Wealth Management
Virginia
$1.91K
AG
457
AmeriFlex Group
Nevada
$1.91K
SS
458
Sunbelt Securities
Texas
$1.91K
FFO
459
Fortitude Family Office
Arizona
$1.75K
BIA
460
Bell Investment Advisors
California
$1.75K
PWMG
461
Private Wealth Management Group
New Jersey
$1.27K
PTC
462
Private Trust Company
Ohio
$1.27K
WA
463
WPG Advisers
Maryland
$1.27K
JWA
464
JFS Wealth Advisors
Pennsylvania
$1.11K
DPW
465
DiNuzzo Private Wealth
Pennsylvania
$1.08K
CCM
466
Cloud Capital Management
Washington
$1K
SC
467
SouthState Corp
Florida
$797
CFD
468
Creative Financial Designs
Indiana
$796
TPCW
469
TD Private Client Wealth
New York
$796
TFA
470
Transamerica Financial Advisors
Florida
$637
RWM
471
Rialto Wealth Management
New York
$478
TIM
472
Tortoise Investment Management
New York
$478
HIA
473
HFM Investment Advisors
New Jersey
$319
GWS
474
Greykasell Wealth Strategies
California
$319
BHWM
475
Bay Harbor Wealth Management
Maryland
$318