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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 %
HAI
276
Hennessy Advisors Inc
California
$2.85M -$75K -200 -3%
Public Employees Retirement Association of Colorado
277
Public Employees Retirement Association of Colorado
Colorado
$2.8M – – –
SFO
278
Stenger Family Office
Illinois
$2.79M +$2.79M +6,989 New
PP
279
Prudential plc
United Kingdom
$2.74M +$105K +280 +4%
VF
280
Virtu Financial
New York
$2.73M +$2.73M +7,272 New
AS
281
Aware Super
Australia
$2.71M -$10.3M -27,461 -79%
AWM
282
AE Wealth Management
Kansas
$2.7M +$624K +1,665 +30%
Creative Planning
283
Creative Planning
Kansas
$2.67M +$558K +1,487 +26%
AB
284
Amalgamated Bank
New York
$2.65M +$451K +1,204 +20%
AF
285
Allworth Financial
California
$2.65M +$2.45M +6,544 +1,232%
CCA
286
Catalyst Capital Advisors
New York
$2.63M +$1.99M +5,300 +310%
CAS
287
Coppell Advisory Solutions
Texas
$2.59M +$2.59M +7,102 New
CS
288
Candriam SCA
Luxembourg
$2.58M +$200K +533 +8%
CA
289
CGN Advisors
Kansas
$2.57M +$47.6K +127 +2%
BCM
290
Bridgeway Capital Management
Texas
$2.56M -$63.7K -170 -2%
Two Sigma Investments
291
Two Sigma Investments
New York
$2.51M -$9.37K -25 -0.4%
LCM
292
Laurion Capital Management
New York
$2.49M -$5.53M -14,741 -69%
IIC
293
Integrated Investment Consultants
Michigan
$2.49M -$200K -533 -7%
JIR
294
James Investment Research
Ohio
$2.47M +$34.5K +92 +1%
Nordea Investment Management
295
Nordea Investment Management
Sweden
$2.47M +$91.7K +248 +4%
STA
296
Summit Trail Advisors
New York
$2.47M -$26.6K -71 -1%
TAF
297
Tredje AP-fonden
Sweden
$2.45M +$223K +596 +10%
PNC Financial Services Group
298
PNC Financial Services Group
Pennsylvania
$2.43M -$238K -634 -9%
MME
299
Meag Munich Ergo
Germany
$2.42M -$5.58M -14,878 -70%
EI
300
Ethic Inc
New York
$2.41M +$412K +1,130 +21%
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