LPL Financial
LPLA
763 hedge funds and large institutions have $23.3B invested in LPL Financial in 2026 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 255 increasing their positions, 301 reducing their positions, and 91 closing their positions.
224% more call options, than puts
Call options by funds: $91.5M | Put options by funds: $28.2M
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
3% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 91
0.94% more ownership
Funds ownership: 102.66% → 103.61% (+0.94%)
1% less funds holding
Funds holding: 768 → 763 (-5)
6% less capital invested
Capital invested by funds: $24.8B → $23.3B (-$1.49B)
15% less repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 301
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$401M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$293M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$219M |
| 4 |
Jane Street
New York
|
+$163M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$724M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$249M |
| 3 |
Millennium Management
New York
|
-$205M |
| 4 |
Morgan Stanley
New York
|
-$127M |
| 5 |
JP Morgan Chase
New York
|
-$120M |
LPLA Hedge Fund Activity: Q2 2026 in Review
763 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2026, worth a combined $23.3B — down 6% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new LPLA positions and 91 closed out — a net gain of 3 holders — while 255 added to existing stakes and 301 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $401M. The largest seller was Massachusetts Financial Services, cutting an estimated $724M.
- 763 institutional investors held LPL Financial (LPLA) as of Q2 2026, down from 768 in Q1 2026.
- Funds reported $23.3B of LPL Financial stock for Q2 2026, down 6% quarter-over-quarter.
- 94 funds opened new LPL Financial positions in Q2 2026 and 91 closed out, a net change of +3 holders.
- The largest LPL Financial buyer in Q2 2026 was Goldman Sachs, an estimated $401M added.
- The largest LPL Financial seller in Q2 2026 was Massachusetts Financial Services, an estimated $724M sold.
Based on aggregated 13F filings for Q2 2026.