LPL Financial
LPLA
724 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 228 increasing their positions, 269 reducing their positions, and 59 closing their positions.
154% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 59
40% more capital invested
Capital invested by funds: $16.8B → $23.5B (+$6.72B)
27% more funds holding in top 10
Funds holding in top 10: 22 → 28 (+6)
13% more funds holding
Funds holding: 642 → 724 (+82)
1.25% less ownership
Funds ownership: 96.44% → 95.18% (-1.3%)
11% less call options, than puts
Call options by funds: $118M | Put options by funds: $132M
15% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 269
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$238M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$154M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$139M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$134M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$290M |
| 2 |
EC
Eminence Capital
New York
|
-$154M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$106M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$104M |
LPLA Hedge Fund Activity: Q4 2024 in Review
724 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q4 2024, worth a combined $23.5B — up 40% from $16.8B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new LPLA positions and 59 closed out — a net gain of 91 holders — while 228 added to existing stakes and 269 trimmed.
The largest buyer was Boston Partners, adding an estimated $238M. The largest seller was First Trust Advisors, cutting an estimated $290M.
- 724 institutional investors held LPL Financial (LPLA) as of Q4 2024, up from 642 in Q3 2024.
- Funds reported $23.5B of LPL Financial stock for Q4 2024, up 40% quarter-over-quarter.
- 150 funds opened new LPL Financial positions in Q4 2024 and 59 closed out, a net change of +91 holders.
- The largest LPL Financial buyer in Q4 2024 was Boston Partners, an estimated $238M added.
- The largest LPL Financial seller in Q4 2024 was First Trust Advisors, an estimated $290M sold.
Based on aggregated 13F filings for Q4 2024.