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LPL Financial

717 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 224 increasing their positions, 267 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.02% less ownership

Funds ownership: 95.07%95.05% (-0.02%)

11% less call options, than puts

Call options by funds: $118M | Put options by funds: $132M

16% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 267

Holders
717
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$118M
Puts
$132M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
301
$2.07M
302
$2.04M
303
$2.01M
304
$2.01M
305
$1.98M
306
$1.95M
307
$1.94M
308
$1.92M
309
$1.92M
310
$1.91M
311
$1.88M
312
$1.86M
313
$1.86M
314
$1.85M
315
$1.84M
316
$1.84M
317
$1.83M
318
$1.73M
319
$1.73M
320
$1.72M
321
$1.69M
322
$1.66M
323
$1.63M
324
$1.61M
325
$1.6M