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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 %
GC
251
Gillson Capital
Illinois
$4.09M +$4.09M +12,500 New
CWM
252
Cornerstone Wealth Management
Missouri
$4.08M +$2.29K +7 +0.1%
EC
253
Estate Counselors
Wisconsin
$4.07M +$4.07M +12,430 New
URS
254
Utah Retirement Systems
Utah
$4.03M – – –
BAM
255
Bullseye Asset Management
Colorado
$4.01M -$2.94M -9,000 -42%
Cerity Partners
256
Cerity Partners
New York
$3.97M +$92.9K +284 +2%
TPCW
257
TD Private Client Wealth
New York
$3.95M -$172K -526 -4%
TIAM
258
TT International Asset Management
United Kingdom
$3.91M -$26.2K -80 -0.7%
EF
259
Empowered Funds
Pennsylvania
$3.76M -$203K -622 -5%
CGH
260
Crossmark Global Holdings
Texas
$3.74M +$2.55M +7,789 +214%
Jane Street
261
Jane Street
New York
$3.72M -$10.5M -31,966 -74%
Toronto Dominion Bank
262
Toronto Dominion Bank
Ontario, Canada
$3.68M +$487K +1,488 +15%
UAS
263
United Asset Strategies
New York
$3.61M -$60.2K -184 -2%
OAM
264
Oppenheimer Asset Management
New York
$3.57M -$1.05M -3,220 -23%
OCA
265
Otter Creek Advisors
Florida
$3.55M +$3.55M +10,845 New
PFSRSONJ
266
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.54M – – –
P
267
&Partners
Tennessee
$3.42M +$644K +1,910 +23%
Osaic Holdings
268
Osaic Holdings
Arizona
$3.41M +$1.11M +3,403 +49%
GCM
269
Genus Capital Management
British Columbia, Canada
$3.3M +$3.3M +10,095 New
EP
270
Edgestream Partners
New Jersey
$3.29M +$3.29M +10,058 New
RCS
271
Retirement Capital Strategies
California
$3.28M – – –
OCM
272
Ovata Capital Management
Hong Kong
$3.27M +$3.27M +10,000 New
HI
273
HBK Investments
Texas
$3.27M +$3.27M +10,000 New
Wolverine Trading
274
Wolverine Trading
Illinois
$3.23M +$2.93M +8,704 +992%
AIM
275
Anchor Investment Management
South Carolina
$3.2M +$24.2K +74 +0.8%
9 10
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