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LPL Financial
LPLA

Overview Fund Activity

774 hedge funds and large institutions have $25.3B invested in LPL Financial in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 315 increasing their positions, 217 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+58
Holders Change %
+8.1%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.34%
New
129
Increased
315
Reduced
217
Closed
57
Calls
$81.4M
Puts
$97.9M
Net Calls
-$16.4M
Net Calls Change
-$2.32M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$477M
2
Dodge & Cox
Dodge & Cox
California
+$345M
3
Principal Financial Group
Principal Financial Group
Iowa
+$318M
4
Jennison Associates
Jennison Associates
New York
+$278M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$210M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$253M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
3
Boston Partners
Boston Partners
Massachusetts
-$128M
4
Citadel Advisors
Citadel Advisors
Florida
-$98M
5
MC
Maverick Capital
Texas
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
226
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.28M +$229K +701 +5%
Primecap Management
227
Primecap Management
California
$5.23M – – –
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$5.2M +$364K +1,114 +8%
SCM
229
Silvant Capital Management
Georgia
$5.14M +$967K +2,955 +23%
CB
230
Commerce Bank
Missouri
$5.11M -$1.04M -3,184 -17%
NFA
231
Northwest Financial Advisors
Virginia
$5.07M +$4.25K +13 +0.1%
SCM
232
Sterling Capital Management
North Carolina
$4.96M +$705K +2,155 +17%
FRAF
233
Första AP-fonden
Sweden
$4.91M -$164K -500 -3%
X
234
Xponance
Pennsylvania
$4.81M +$90.3K +276 +2%
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$4.81M +$171K +522 +4%
II
236
IFM Investors
Australia
$4.81M – – –
BNP Paribas Asset Management
237
BNP Paribas Asset Management
France
$4.75M +$985K +3,012 +26%
BCIM
238
British Columbia Investment Management
British Columbia, Canada
$4.68M +$1.31K +4 +0%
Walleye Capital
239
Walleye Capital
New York
$4.56M -$7.1M -21,716 -61%
DnB Asset Management
240
DnB Asset Management
Norway
$4.52M +$283K +865 +7%
HighTower Advisors
241
HighTower Advisors
Illinois
$4.5M -$470K -1,438 -9%
KBC Group
242
KBC Group
Belgium
$4.48M +$148K +453 +3%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$4.47M -$15.1M -46,244 -77%
Mariner
244
Mariner
Kansas
$4.47M +$341K +1,043 +8%
Federated Hermes
245
Federated Hermes
Pennsylvania
$4.43M -$14.4K -44 -0.3%
WTC
246
WhitTier Trust Company
Nevada
$4.39M +$148K +452 +3%
VCM
247
Voleon Capital Management
California
$4.27M +$1.99M +6,096 +88%
CIBC World Market
248
CIBC World Market
Ontario, Canada
$4.16M +$46.8K +143 +1%
PCM
249
Polymer Capital Management
New York
$4.09M +$4.09M +12,500 New
WAM
250
Weiss Asset Management
Massachusetts
$4.09M +$4.09M +12,500 New
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