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Paylocity

463 hedge funds and large institutions have $6.6B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 178 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $4.59M

4.09% more ownership

Funds ownership: 75.75%79.84% (+4.1%)

1% less capital invested

Capital invested by funds: $6.66B → $6.6B (-$50.9M)

4% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 178

4% less funds holding

Funds holding: 484463 (-21)

16% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 83

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
463
Holders Change
-21
Holders Change %
-4.34%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
70
Increased
171
Reduced
178
Closed
83
Calls
$17.3M
Puts
$4.59M
Net Calls
+$12.7M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
451
Cullen/Frost Bankers
Texas
$458 -$124K -835 -100%
DPW
452
DiNuzzo Private Wealth
Pennsylvania
$458 -$446 -3 -50%
CH
453
Cromwell Holdings
Wyoming
$458 +$446 +3 New
CFO
454
CVA Family Office
Colorado
$458 +$446 +3 New
OC
455
Optima Capital
Oregon
$458 +$446 +3 New
GWS
456
Greykasell Wealth Strategies
California
$305
DF
457
Dunhill Financial
United Kingdom
$154 +$149 +1 New
RWM
458
Rialto Wealth Management
New York
$153 -$298 -2 -67%
MCM
459
Manchester Capital Management
Vermont
$153
MCM
460
MV Capital Management
Maryland
$153
PWAM
461
Private Wealth Asset Management
Iowa
$153
KFAS
462
Keating Financial Advisory Services
Kansas
$153 +$149 +1 New
BHWM
463
Bay Harbor Wealth Management
Maryland
$152 -$149 -1 -50%
Macquarie Group
464
Macquarie Group
Australia
-$68.5M -429,855 Closed
ClearBridge Investments
465
ClearBridge Investments
New York
-$32.5M -203,900 Closed
AG
466
Amiral Gestion
France
-$13.5M -84,703 Closed
SAM
467
Sawgrass Asset Management
Florida
-$9.16M -57,486 Closed
CIA
468
Capital Impact Advisors
Massachusetts
-$7.81M -49,041 Closed
MF
469
Magnetar Financial
Illinois
-$7.53M -47,286 Closed
OAM
470
OP Asset Management
-$6.82M -42,849 Closed
TC
471
TwinBeech Capital
New York
-$5.28M -33,134 Closed
Luther King Capital Management (LKCM)
472
Luther King Capital Management (LKCM)
Texas
-$4.94M -30,998 Closed
ACM
473
Aquatic Capital Management
Illinois
-$4.66M -29,233 Closed
EF
474
Empowered Funds
Pennsylvania
-$3.07M -19,304 Closed
Zurich Cantonal Bank
475
Zurich Cantonal Bank
Switzerland
-$2.04M -13,737 Closed