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Paylocity

478 hedge funds and large institutions have $6.65B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 171 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:

4.21% less ownership

Funds ownership: 79.86%75.65% (-4.2%)

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
478
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 +$105M
2 +$67.7M
3 +$62.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$44M

Top Sellers

1 -$366M
2 -$76.4M
3 -$75.7M
4
Invesco
Invesco
Georgia
-$69.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
451
Ancora Advisors
Ohio
$2.39K
BBHC
452
Brown Brothers Harriman & Co
New York
$2.07K
S
453
Sachetta
Massachusetts
$1.91K
SWM
454
Spire Wealth Management
Virginia
$1.91K
SS
455
Sunbelt Securities
Texas
$1.91K
AG
456
AmeriFlex Group
Nevada
$1.91K
BIA
457
Bell Investment Advisors
California
$1.75K
FFO
458
Fortitude Family Office
Arizona
$1.75K
PWMG
459
Private Wealth Management Group
New Jersey
$1.27K
PTC
460
Private Trust Company
Ohio
$1.27K
WA
461
WPG Advisers
Maryland
$1.27K
JWA
462
JFS Wealth Advisors
Pennsylvania
$1.11K
DPW
463
DiNuzzo Private Wealth
Pennsylvania
$1.08K
CCM
464
Cloud Capital Management
Washington
$1K
SC
465
SouthState Corp
Florida
$797
CFD
466
Creative Financial Designs
Indiana
$796
TPCW
467
TD Private Client Wealth
New York
$796
TFA
468
Transamerica Financial Advisors
Florida
$637
TIM
469
Tortoise Investment Management
New York
$478
RWM
470
Rialto Wealth Management
New York
$478
HIA
471
HFM Investment Advisors
New Jersey
$319
GWS
472
Greykasell Wealth Strategies
California
$319
BHWM
473
Bay Harbor Wealth Management
Maryland
$318
MCM
474
Manchester Capital Management
Vermont
$160
LWMI
475
Legacy Wealth Management (Idaho)
Idaho
$160