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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.28B
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$253M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$996M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$154M
5
Dodge & Cox
5
Dodge & Cox
California
$153M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
276
Mirae Asset Global Investments
South Korea
$2.69M 8,233 +316 +4%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$2.68M 8,025 -4,977 -38%
Robeco Institutional Asset Management
278
Robeco Institutional Asset Management
Netherlands
$2.59M 7,929 +512 +7%
HPC
279
HM Payson & Co
Maine
$2.55M 7,812 -689 -8%
OAC
280
OMERS Administration Corp
Ontario, Canada
$2.49M 7,640 -2,477 -24%
Lazard Asset Management
281
Lazard Asset Management
New York
$2.48M 7,582 -5,326 -41%
CA
282
CGN Advisors
Kansas
$2.46M 7,528 -444 -6%
Public Employees Retirement Association of Colorado
283
Public Employees Retirement Association of Colorado
Colorado
$2.44M 7,468 -235 -3%
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$2.44M 7,465 -266 -3%
IIC
285
Integrated Investment Consultants
Michigan
$2.44M 7,465 +262 +4%
SBIA
286
Sheaff Brock Investment Advisors
Indiana
$2.41M 7,377 -1,257 -15%
GI
287
Gradient Investments
Minnesota
$2.37M 7,259 -441 -6%
JIR
288
James Investment Research
Ohio
$2.34M 7,181 -94 -1%
Osaic Holdings
289
Osaic Holdings
Arizona
$2.29M 7,008 -2,072 -23%
VCM
290
Voleon Capital Management
California
$2.27M 6,960 +6,960 New
GKWIM
291
Gerber Kawasaki Wealth & Investment Management
California
$2.25M 6,884 -14,690 -68%
Luther King Capital Management (LKCM)
292
Luther King Capital Management (LKCM)
Texas
$2.23M 6,843 +65 +1%
IIM
293
INTECH Investment Management
Florida
$2.22M 6,813 -85,186 -93%
VPIM
294
Vanguard Personalized Indexing Management
California
$2.21M 6,774 +547 +9%
Walleye Trading
295
Walleye Trading
New York
$2.2M 6,731 -284 -4%
SGWM
296
Sterling Group Wealth Management
California
$2.14M 6,565 -64 -1%
DF
297
Donoghue Forlines
Massachusetts
$2.11M 6,463 +6,463 New
Nordea Investment Management
298
Nordea Investment Management
Sweden
$2.09M 6,416 +285 +5%
Neuberger Berman Group
299
Neuberger Berman Group
New York
$2.09M 6,390 +149 +2%
CS
300
Candriam SCA
Luxembourg
$2.07M 6,339 – –
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