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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
10.55%
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
+$442M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
4
Principal Financial Group
Principal Financial Group
Iowa
+$209M
5
Invesco
Invesco
Georgia
+$169M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$267M
2
Marshall Wace
Marshall Wace
United Kingdom
-$246M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$123M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$108M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
251
Cerity Partners
New York
$3.75M -$795K -2,121 -17%
NAM
252
Nissay Asset Management
Japan
$3.73M +$242K +645 +7%
KCM
253
Kerusso Capital Management
North Carolina
$3.65M +$1.79M +4,762 +96%
GT
254
Greenleaf Trust
Michigan
$3.48M -$40.5K -108 -1%
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$3.46M +$381K +992 +12%
CCM
256
Cinctive Capital Management
New York
$3.45M -$8.76M -23,371 -72%
VPIM
257
Vanguard Personalized Indexing Management
California
$3.44M +$585K +1,560 +21%
Osaic Holdings
258
Osaic Holdings
Arizona
$3.43M -$166K -481 -5%
BIA
259
Beacon Investment Advisors
Maryland
$3.41M +$3.65K +10 +0.1%
OLA
260
Oliver Luxxe Assets
New Jersey
$3.41M +$24.7K +66 +0.7%
FMI
261
F/M Investments
District of Columbia
$3.39M +$175K +468 +5%
BCV
262
Banque Cantonale Vaudoise
Switzerland
$3.31M +$2.2M +5,874 +199%
BCI
263
Brinker Capital Investments
Pennsylvania
$3.3M +$49.5K +132 +2%
AAS
264
Annex Advisory Services
Wisconsin
$3.3M +$69K +184 +2%
FZCM
265
Flynn Zito Capital Management
New York
$3.24M – – –
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$3.21M -$3.34M -8,901 -51%
DekaBank Deutsche Girozentrale
267
DekaBank Deutsche Girozentrale
Germany
$3.17M +$33.1K +91 +1%
VanEck Associates
268
VanEck Associates
New York
$3.12M -$9.01M -24,021 -74%
DT
269
Diversified Trust
Tennessee
$3.05M +$668K +1,782 +28%
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$3.04M -$41.6K -111 -1%
Nisa Investment Advisors
271
Nisa Investment Advisors
Missouri
$3.01M +$570K +1,519 +23%
GKWIM
272
Gerber Kawasaki Wealth & Investment Management
California
$3M -$375 -1 -0%
USCWA
273
U.S. Capital Wealth Advisors
Texas
$2.98M +$2.98M +7,948 New
OAC
274
OMERS Administration Corp
Ontario, Canada
$2.9M -$11.4M -30,500 -80%
HWM
275
HB Wealth Management
Georgia
$2.86M +$143K +381 +5%
9 10
11
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