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Paylocity

480 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, 176 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: 79.8%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
480
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
GWM
451
Geneos Wealth Management
Colorado
$2.55K
AA
452
Ancora Advisors
Ohio
$2.39K
BBHC
453
Brown Brothers Harriman & Co
New York
$2.07K
S
454
Sachetta
Massachusetts
$1.91K
SWM
455
Spire Wealth Management
Virginia
$1.91K
SS
456
Sunbelt Securities
Texas
$1.91K
AG
457
AmeriFlex Group
Nevada
$1.91K
FFO
458
Fortitude Family Office
Arizona
$1.75K
BIA
459
Bell Investment Advisors
California
$1.75K
PWMG
460
Private Wealth Management Group
New Jersey
$1.27K
PTC
461
Private Trust Company
Ohio
$1.27K
WA
462
WPG Advisers
Maryland
$1.27K
JWA
463
JFS Wealth Advisors
Pennsylvania
$1.11K
DPW
464
DiNuzzo Private Wealth
Pennsylvania
$1.08K
CCM
465
Cloud Capital Management
Washington
$1K
SC
466
SouthState Corp
Florida
$797
CFD
467
Creative Financial Designs
Indiana
$796
TPCW
468
TD Private Client Wealth
New York
$796
TFA
469
Transamerica Financial Advisors
Florida
$637
RWM
470
Rialto Wealth Management
New York
$478
TIM
471
Tortoise Investment Management
New York
$478
HIA
472
HFM Investment Advisors
New Jersey
$319
GWS
473
Greykasell Wealth Strategies
California
$319
BHWM
474
Bay Harbor Wealth Management
Maryland
$318
LWMI
475
Legacy Wealth Management (Idaho)
Idaho
$160