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LPL Financial
LPLA

Overview Fund Activity

781 hedge funds and large institutions have $29.5B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 318 increasing their positions, 254 reducing their positions, and 103 closing their positions.

Holders
781
Holders Change
+7
Holders Change %
+0.9%
% of All Funds
10.49%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.28%
New
128
Increased
318
Reduced
254
Closed
103
Calls
$26.7M
Puts
$26.2M
Net Calls
+$576K
Net Calls Change
+$17M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.01B
2
Norges Bank
2
Norges Bank
Norway
$402M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$916M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.99B
5
Principal Financial Group
5
Principal Financial Group
Iowa
$599M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$920M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$7.69M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$124M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$444M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B 7,986,766 +613,909 +8%
BlackRock
2
BlackRock
New York
$1.81B 4,832,797 +82,718 +2%
Boston Partners
3
Boston Partners
Massachusetts
$1.38B 3,679,484 +165,201 +5%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$1.15B 3,077,677 +11,323 +0.4%
Dodge & Cox
5
Dodge & Cox
California
$1.01B 2,701,709 +1,178,249 +77%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$959M 2,557,458 -124,159 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$920M 2,454,474 -710,984 -22%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$916M 2,442,182 +926,122 +61%
LPC
9
Lone Pine Capital
Connecticut
$702M 1,872,248 +108,233 +6%
State Street
10
State Street
Massachusetts
$648M 1,727,166 +47,581 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$645M 1,724,962 +164,484 +11%
WCM Investment Management
12
WCM Investment Management
California
$632M 1,730,777 +95,423 +6%
Principal Financial Group
13
Principal Financial Group
Iowa
$599M 1,596,944 +558,261 +54%
Jennison Associates
14
Jennison Associates
New York
$526M 1,402,750 +443,379 +46%
Morgan Stanley
15
Morgan Stanley
New York
$515M 1,373,997 +168,271 +14%
SC
16
Samlyn Capital
New York
$456M 1,215,280 -185,975 -13%
Winslow Capital Management
17
Winslow Capital Management
Minnesota
$444M 1,183,069 -274,632 -19%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$435M 1,160,321 -144,459 -11%
Norges Bank
19
Norges Bank
Norway
$402M 1,072,919 +1,072,919 New
Bank of America
20
Bank of America
North Carolina
$361M 962,076 +38,386 +4%
SP
21
SurgoCap Partners
New York
$331M 881,405 -25,037 -3%
Raymond James Financial
22
Raymond James Financial
Florida
$326M 870,620 +10,606 +1%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$324M 863,989 +21,050 +2%
ECU
24
Egerton Capital (UK)
United Kingdom
$312M 832,516 -38,749 -4%
DPCM
25
Darlington Partners Capital Management
California
$295M 785,737 -185,000 -19%
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