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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
226
Cetera Investment Advisers
Illinois
$4.78M 14,653 +201 +1%
X
227
Xponance
Pennsylvania
$4.71M 14,429 +1,363 +10%
BCIM
228
British Columbia Investment Management
British Columbia, Canada
$4.67M 14,315 +1,849 +15%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$4.63M 14,182 +1,356 +11%
OAM
230
Oppenheimer Asset Management
New York
$4.62M 14,147 -1,092 -7%
SFP
231
Shepherd Financial Partners
Massachusetts
$4.49M 13,755 – –
Federated Hermes
232
Federated Hermes
Pennsylvania
$4.44M 13,587 +2 +0%
KBC Group
233
KBC Group
Belgium
$4.32M 13,226 +2,996 +29%
Arrowstreet Capital
234
Arrowstreet Capital
Massachusetts
$4.31M 13,202 -12,887 -49%
SCM
235
Sterling Capital Management
North Carolina
$4.25M 13,003 +491 +4%
WTC
236
WhitTier Trust Company
Nevada
$4.23M 12,965 +633 +5%
DnB Asset Management
237
DnB Asset Management
Norway
$4.23M 12,944 +310 +2%
Daiwa Securities Group
238
Daiwa Securities Group
Japan
$4.2M 12,858 -2,983 -19%
SCM
239
Silvant Capital Management
Georgia
$4.16M 12,746 – –
Mariner
240
Mariner
Kansas
$4.12M 12,611 +39 +0.3%
TPCW
241
TD Private Client Wealth
New York
$4.11M 12,592 +513 +4%
CIBC World Market
242
CIBC World Market
Ontario, Canada
$4.11M 12,582 -12 -0.1%
CWM
243
Cornerstone Wealth Management
Missouri
$4.07M 12,450 -253 -2%
HT
244
Headlands Technologies
Illinois
$4.04M 12,369 -16,757 -58%
AAS
245
Annex Advisory Services
Wisconsin
$4.03M 12,351 -3,255 -21%
URS
246
Utah Retirement Systems
Utah
$4.02M 12,317 – –
EF
247
Empowered Funds
Pennsylvania
$3.96M 12,115 -2,170 -15%
TIAM
248
TT International Asset Management
United Kingdom
$3.93M 12,043 +777 +7%
CCM
249
Cobalt Capital Management
New Jersey
$3.92M 12,000 -28,000 -70%
Two Sigma Investments
250
Two Sigma Investments
New York
$3.9M 11,930 -12,906 -52%
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