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LPL Financial
LPLA

Overview Fund Activity

787 hedge funds and large institutions have $29.7B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 322 increasing their positions, 256 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+13
Holders Change %
+1.68%
% of All Funds
10.56%
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
322
Reduced
256
Closed
103
Calls
$44.1M
Puts
$36.7M
Net Calls
+$7.44M
Net Calls Change
+$23.9M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.01B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$916M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.99B
4
Principal Financial Group
Principal Financial Group
Iowa
$599M
5
Invesco
Invesco
Georgia
$207M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$920M
2
Marshall Wace
Marshall Wace
United Kingdom
$7.69M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$124M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAM
226
Iridian Asset Management
Connecticut
$5.23M -$2.61M -6,964 -33%
WTC
227
WhitTier Trust Company
Nevada
$5.19M +$156K +416 +3%
P
228
&Partners
Tennessee
$5.06M +$1.26M +3,358 +33%
Daiwa Securities Group
229
Daiwa Securities Group
Japan
$4.96M -$1.26M -3,367 -20%
OAM
230
Oppenheimer Asset Management
New York
$4.89M +$796K +2,123 +19%
HighTower Advisors
231
HighTower Advisors
Illinois
$4.88M -$279K -743 -5%
CIBC World Market
232
CIBC World Market
Ontario, Canada
$4.81M +$34.9K +93 +0.7%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$4.8M +$2.43M +6,474 +102%
OCA
234
Otter Creek Advisors
Florida
$4.76M +$693K +1,848 +17%
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$4.72M -$652K -1,738 -12%
URS
236
Utah Retirement Systems
Utah
$4.7M +$83.6K +223 +2%
Robeco Institutional Asset Management
237
Robeco Institutional Asset Management
Netherlands
$4.58M +$1.46M +3,893 +47%
Verition Fund Management
238
Verition Fund Management
Connecticut
$4.55M -$11.9M -31,856 -72%
PFSRSONJ
239
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.53M +$477K +1,273 +12%
T
240
TOBAM
France
$4.41M -$1.72M -4,578 -28%
Mariner
241
Mariner
Kansas
$4.39M -$729K -1,945 -14%
CWM
242
Cornerstone Wealth Management
Missouri
$4.3M -$371K -989 -8%
GCM
243
Genus Capital Management
British Columbia, Canada
$4.28M +$499K +1,332 +13%
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
$4.17M +$1.55M +4,140 +59%
Federated Hermes
245
Federated Hermes
Pennsylvania
$4.11M -$964K -2,572 -19%
UAS
246
United Asset Strategies
New York
$4.07M -$66.7K -178 -2%
AIM
247
Anchor Investment Management
South Carolina
$3.88M +$220K +587 +6%
William Blair & Company
248
William Blair & Company
Illinois
$3.81M -$3.86M -10,290 -50%
Impax Asset Management Group
249
Impax Asset Management Group
United Kingdom
$3.78M +$3.78M +10,072 New
RCS
250
Retirement Capital Strategies
California
$3.77M – – –
8 9
10
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