We are live on ! Find out more
PCTY icon

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
CI Investments Inc
526
CI Investments Inc
Ontario, Canada
-$24K -152 Closed
PS
527
Principal Securities
Iowa
-$22.6K -142 Closed
Mirae Asset Global Investments
528
Mirae Asset Global Investments
South Korea
-$22.1K -139 Closed
AWM
529
Abound Wealth Management
Tennessee
-$15.6K -98 Closed
RA
530
Rise Advisors
New York
-$15.1K -95 Closed
WANY
531
Wealthspire Advisors (New York)
New York
-$14.8K -93 Closed
JWM
532
JPL Wealth Management
Colorado
-$12.1K -76 Closed
AUB
533
Atlantic Union Bankshares
Virginia
-$7.17K -45 Closed
MG
534
Mather Group
Illinois
-$5.57K -35 Closed
LI
535
LRI Investments
Florida
-$5.26K -33 Closed
FHC
536
First Horizon Corporation
Tennessee
-$4.46K -28 Closed
CTWM
537
Cherry Tree Wealth Management
Minnesota
-$4.3K -27 Closed
TCM
538
TD Capital Management
Tennessee
-$3.19K -20 Closed
PG
539
Proffitt & Goodson
Tennessee
-$2.55K -16 Closed
WA
540
WPG Advisers
Maryland
-$1.27K -8 Closed
CCM
541
Cloud Capital Management
Washington
-$1K -7 Closed
TPCW
542
TD Private Client Wealth
New York
-$796 -5 Closed
TIM
543
Tortoise Investment Management
New York
-$478 -3 Closed
HIA
544
HFM Investment Advisors
New Jersey
-$319 -2 Closed
LWMI
545
Legacy Wealth Management (Idaho)
Idaho
-$160 -1 Closed