PCTY icon

Paylocity

459 hedge funds and large institutions have $6.59B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 178 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 481459 (-22)

15% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 82

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.3M
Puts
$4.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
451
Optima Capital
Oregon
$458
GWS
452
Greykasell Wealth Strategies
California
$305
DF
453
Dunhill Financial
United Kingdom
$154
RWM
454
Rialto Wealth Management
New York
$153
MCM
455
MV Capital Management
Maryland
$153
MCM
456
Manchester Capital Management
Vermont
$153
PWAM
457
Private Wealth Asset Management
Iowa
$153
KFAS
458
Keating Financial Advisory Services
Kansas
$153
BHWM
459
Bay Harbor Wealth Management
Maryland
$152
Macquarie Group
460
Macquarie Group
Australia
ClearBridge Investments
461
ClearBridge Investments
New York
AG
462
Amiral Gestion
France
SAM
463
Sawgrass Asset Management
Florida
CIA
464
Capital Impact Advisors
Massachusetts
MF
465
Magnetar Financial
Illinois
TC
466
TwinBeech Capital
New York
Luther King Capital Management (LKCM)
467
Luther King Capital Management (LKCM)
Texas
ACM
468
Aquatic Capital Management
Illinois
EF
469
Empowered Funds
Pennsylvania
Zurich Cantonal Bank
470
Zurich Cantonal Bank
Switzerland
CCIA
471
Campbell & Co Investment Adviser
Maryland
HSA
472
Hussman Strategic Advisors
Maryland
YIH
473
Y-Intercept (HK)
Hong Kong
AAM
474
Azzad Asset Management
Virginia
BAM
475
Blueshift Asset Management
New Jersey