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LPL Financial

757 hedge funds and large institutions have $26.1B invested in LPL Financial in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $54.2M

2% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 270

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.1% less ownership

Funds ownership: 99.37%98.27% (-1.1%)

5% less funds holding

Funds holding: 800757 (-43)

12% less capital invested

Capital invested by funds: $29.7B → $26.1B (-$3.62B)

28% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 112

Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
276
Laurion Capital Management
New York
$2.33M +$128K +354 +5%
CA
277
CGN Advisors
Kansas
$2.31M +$41.3K +114 +2%
SCM
278
Sterling Capital Management
North Carolina
$2.31M -$2.93M -8,085 -54%
CIBC World Market
279
CIBC World Market
Ontario, Canada
$2.24M -$2.2M -6,080 -47%
JWM
280
Jackson Wealth Management
Florida
$2.22M +$271K +749 +13%
EAM
281
EFG Asset Management
Oregon
$2.21M +$261K +721 +12%
JIR
282
James Investment Research
Ohio
$2.19M -$1.45K -4 -0.1%
MIM
283
Morningstar Investment Management
Illinois
$2.19M +$2.39M +6,583 New
Wolverine Trading
284
Wolverine Trading
Illinois
$2.16M +$1.18M +3,257 +106%
Credit Agricole
285
Credit Agricole
France
$2.12M +$2.31M +6,377 New
Luther King Capital Management (LKCM)
286
Luther King Capital Management (LKCM)
Texas
$2.12M -$2.9K -8 -0.1%
Baird Financial Group
287
Baird Financial Group
Wisconsin
$2.09M +$79.7K +220 +4%
KPF
288
K2 Principal Fund
Ontario, Canada
$2.03M +$2.22M +6,115 New
SGWM
289
Sterling Group Wealth Management
California
$1.99M
MR
290
Munich Reinsurance
$1.97M +$2.15M +5,936 New
SG Americas Securities
291
SG Americas Securities
New York
$1.93M -$16.1M -44,296 -88%
EI
292
Ethic Inc
New York
$1.92M -$309K -852 -13%
IIM
293
INTECH Investment Management
Florida
$1.91M +$587K +1,620 +39%
Allianz Asset Management
294
Allianz Asset Management
Germany
$1.87M -$14.6M -40,358 -88%
AF
295
Avanza Fonder
Sweden
$1.87M
FFL
296
Future Fund LLC
Illinois
$1.86M +$216K +595 +12%
MOACM
297
Mutual of America Capital Management
New York
$1.85M +$1.09M +2,997 +117%
GI
298
Gradient Investments
Minnesota
$1.84M -$125K -345 -6%
CBA
299
Coastal Bridge Advisors
Connecticut
$1.81M -$17.4K -48 -0.9%
Neuberger Berman Group
300
Neuberger Berman Group
New York
$1.78M -$50.5M -139,226 -96%

LPLA Hedge Fund Activity: Q3 2025 in Review

757 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2025, worth a combined $26.1B — down 12% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LPLA and 81 opened new positions — a net loss of 31 holders — while 270 trimmed existing stakes and 276 added.

The largest buyer was Capital World Investors, adding an estimated $947M. The largest seller was Fidelity Investments, cutting an estimated $483M.

  • 757 institutional investors held LPL Financial (LPLA) as of Q3 2025, down from 800 in Q2 2025.
  • Funds reported $26.1B of LPL Financial stock for Q3 2025, down 12% quarter-over-quarter.
  • 81 funds opened new LPL Financial positions in Q3 2025 and 112 closed out, a net change of -31 holders.
  • The largest LPL Financial buyer in Q3 2025 was Capital World Investors, an estimated $947M added.
  • The largest LPL Financial seller in Q3 2025 was Fidelity Investments, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2025.