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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 %
Luther King Capital Management (LKCM)
301
Luther King Capital Management (LKCM)
Texas
$2.39M -$186K -497 -7%
Baird Financial Group
302
Baird Financial Group
Wisconsin
$2.27M +$18.4K +49 +0.8%
SGWM
303
Sterling Group Wealth Management
California
$2.24M -$213K -568 -9%
GAM
304
Generali Asset Management
Italy
$2.23M +$2.23M +5,955 New
TC
305
TownSquare Capital
Utah
$2.22M -$4.42M -11,789 -67%
EAM
306
EFG Asset Management
Oregon
$2.22M +$1.09M +2,896 +96%
JWM
307
Jackson Wealth Management
Florida
$2.22M +$2.22M +5,921 New
GI
308
Gradient Investments
Minnesota
$2.21M -$223K -595 -9%
AF
309
Avanza Fonder
Sweden
$2.1M – – –
VA
310
VestGen Advisors
Illinois
$2.07M +$126K +335 +6%
CBA
311
Coastal Bridge Advisors
Connecticut
$2.06M -$99.4K -265 -5%
DWM
312
Dynasty Wealth Management
Florida
$2.04M -$336K -896 -14%
YIH
313
Y-Intercept (HK)
Hong Kong
$2.03M +$2.03M +5,424 New
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$2.01M +$1.4M +3,747 +233%
NEI
315
Northwest & Ethical Investments
Ontario, Canada
$1.99M +$328K +900 +20%
YMRC
316
Yorktown Management & Research Company
Virginia
$1.98M – – –
KIA
317
Knollwood Investment Advisory
Maryland
$1.98M – – –
TIAM
318
TT International Asset Management
United Kingdom
$1.92M -$2.57M -6,841 -57%
DIA
319
Dana Investment Advisors
Wisconsin
$1.9M -$369K -983 -16%
KRS
320
Kentucky Retirement Systems
Kentucky
$1.9M -$4.88K -13 -0.3%
GF
321
Gabelli Funds
New York
$1.88M -$173K -462 -8%
FFL
322
Future Fund LLC
Illinois
$1.88M +$132K +353 +8%
Mackenzie Financial
323
Mackenzie Financial
Ontario, Canada
$1.86M +$201K +535 +12%
MIM
324
MetLife Investment Management
New Jersey
$1.86M +$141K +376 +8%
PAM
325
Paradigm Asset Management
New York
$1.8M +$1.8M +4,800 New
11 12
13
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