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Paylocity

463 hedge funds and large institutions have $8.07B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
6.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
78
Increased
199
Reduced
132
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SFI
501
Siemens Fonds Invest
Germany
-$395K -1,976 Closed
CC
502
Corton Capital
Ontario, Canada
-$363K -1,821 Closed
I
503
InceptionR
California
-$289K -1,451 Closed
PAG
504
Private Advisor Group
New Jersey
-$246K -1,235 Closed
PA
505
Profund Advisors
Maryland
-$215K -1,077 Closed
MYAM
506
Meiji Yasuda Asset Management
Japan
-$213K -1,066 Closed
VFA
507
Values First Advisors
Tennessee
-$203K -1,019 Closed
DWM
508
Dakota Wealth Management
Florida
-$203K -1,017 Closed
BEI
509
Benjamin Edwards Inc
Missouri
-$201K -1,007 Closed
CFGS
510
Concourse Financial Group Securities
Alabama
-$53K -268 Closed
CAS
511
Coppell Advisory Solutions
Texas
-$23.8K -119 Closed
PIM
512
Plato Investment Management
Australia
-$13.2K -66 Closed
Group One Trading
513
Group One Trading
Illinois
-$9.77K -49 Closed
CA
514
Continuum Advisory
Idaho
-$5.59K -28 Closed
AT
515
Avalon Trust
New Mexico
-$3.99K -20 Closed
LFA
516
LGT Financial Advisors
Texas
-$3.59K -18 Closed
Lazard Asset Management
517
Lazard Asset Management
New York
-$1K -8 Closed
HCP
518
Hexagon Capital Partners
Arkansas
-$1.2K -6 Closed
FFO
519
Fortitude Family Office
Arizona
-$997 -5 Closed
JFA
520
JNBA Financial Advisors
Minnesota
-$798 -4 Closed
MIFH
521
Migdal Insurance & Financial Holdings
Israel
-$1K -3 Closed
WCM
522
WealthTrak Capital Management
Virginia
-$200 -1 Closed