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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 %
GT
276
Greenleaf Trust
Michigan
$3.07M +$16.4K +50 +0.5%
XT
277
XTX Topco
Cayman Islands
$3.06M +$3.06M +9,355 New
BIA
278
Beacon Investment Advisors
Maryland
$3.05M -$327 -1 -0%
BCPEMI
279
Bain Capital Public Equity Management II
Massachusetts
$3.05M +$3.05M +9,308 New
NAM
280
Nissay Asset Management
Japan
$3.04M +$41.2K +126 +1%
OLA
281
Oliver Luxxe Assets
New Jersey
$2.95M -$2.67M -8,148 -47%
Lazard Asset Management
282
Lazard Asset Management
New York
$2.94M +$461K +1,410 +19%
DekaBank Deutsche Girozentrale
283
DekaBank Deutsche Girozentrale
Germany
$2.87M -$30.3K -91 -1%
OPS
284
Orion Portfolio Solutions
Nebraska
$2.83M +$1.38M +4,224 +95%
BCI
285
Brinker Capital Investments
Pennsylvania
$2.83M +$1.38M +4,224 +95%
FZCM
286
Flynn Zito Capital Management
New York
$2.82M – – –
AAS
287
Annex Advisory Services
Wisconsin
$2.81M -$1.23M -3,747 -30%
FMI
288
F/M Investments
District of Columbia
$2.81M +$101K +310 +4%
Robeco Institutional Asset Management
289
Robeco Institutional Asset Management
Netherlands
$2.72M +$130K +397 +5%
Envestnet Portfolio Solutions
290
Envestnet Portfolio Solutions
Illinois
$2.69M -$1.17M -3,587 -30%
Wealth Enhancement Advisory Services
291
Wealth Enhancement Advisory Services
Minnesota
$2.62M +$181K +552 +7%
GKWIM
292
Gerber Kawasaki Wealth & Investment Management
California
$2.61M +$361K +1,104 +16%
HAI
293
Hennessy Advisors Inc
California
$2.55M -$949K -2,900 -27%
HPC
294
HM Payson & Co
Maine
$2.5M -$57.9K -177 -2%
VPIM
295
Vanguard Personalized Indexing Management
California
$2.49M +$271K +829 +12%
SL
296
Siren LLC
Connecticut
$2.45M +$2.45M +7,500 New
SI
297
Symmetry Investments
Jersey
$2.45M +$2.45M +7,500 New
UOC
298
UBS O'Connor
Illinois
$2.45M +$2.45M +7,500 New
Public Employees Retirement Association of Colorado
299
Public Employees Retirement Association of Colorado
Colorado
$2.44M – – –
QIM
300
Quantitative Investment Management
Virginia
$2.39M +$2.39M +7,296 New
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