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LPL Financial
LPLA
LPLA
763 hedge funds and large institutions have $24.8B invested in LPL Financial in 2026 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 280 increasing their positions, 266 reducing their positions, and 141 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
15% less capital invested
Capital invested by funds: $29B → $24.8B (-$4.22B)
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
35% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 141
Holders
763
Holding in Top 10
17
Calls
$64M
Puts
$71.9M
Top Buyers
| 1 | +$250M | |
| 2 | +$236M | |
| 3 | +$212M | |
| 4 |
Millennium Management
New York
|
+$196M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$195M |
Top Sellers
| 1 | -$441M | |
| 2 | -$208M | |
| 3 | -$182M | |
| 4 |
Morgan Stanley
New York
|
-$161M |
| 5 |
RPI
Railway Pension Investments
London,
United Kingdom
|
-$159M |
