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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 %
DT
301
Diversified Trust
Tennessee
$2.04M 6,237 +25 +0.4%
DWM
302
Dynasty Wealth Management
Florida
$2.01M 6,165 +2,283 +59%
DIA
303
Dana Investment Advisors
Wisconsin
$2.01M 6,149 +625 +11%
GIBU
304
Gulf International Bank (UK)
United Kingdom
$1.98M 6,071 -51 -0.8%
P
305
Pitcairn
Pennsylvania
$1.95M 5,987 -257 -4%
TAF
306
Tredje AP-fonden
Sweden
$1.94M 5,945 -5,944 -50%
Commonwealth Equity Services
307
Commonwealth Equity Services
Massachusetts
$1.92M 5,894 -64 -1%
Verition Fund Management
308
Verition Fund Management
Connecticut
$1.92M 5,890 +2,910 +98%
Credit Agricole
309
Credit Agricole
France
$1.91M 5,851 +701 +14%
PP
310
Prudential plc
United Kingdom
$1.88M 5,757 +3,010 +110%
YMRC
311
Yorktown Management & Research Company
Virginia
$1.86M 5,690 – –
TW
312
TrinityPoint Wealth
Connecticut
$1.86M 5,689 +84 +1%
AB
313
Amalgamated Bank
New York
$1.85M 5,662 +69 +1%
Kovitz Investment Group Partners
314
Kovitz Investment Group Partners
Illinois
$1.84M 5,628 -21 -0.4%
SFO
315
Stenger Family Office
Illinois
$1.84M 5,625 +5,625 New
VI
316
Versor Investments
New York
$1.83M 5,614 +5,614 New
FHB
317
First Hawaiian Bank
Hawaii
$1.73M 5,293 +1,715 +48%
GF
318
Gabelli Funds
New York
$1.73M 5,293 +1,793 +51%
KIA
319
Knollwood Investment Advisory
Maryland
$1.72M 5,275 – –
FFL
320
Future Fund LLC
Illinois
$1.69M 5,190 – –
KAS
321
Kestra Advisory Services
Texas
$1.66M 5,070 -944 -16%
WP
322
WMS Partners
Maryland
$1.63M 5,005 +5 +0.1%
EI
323
Ethic Inc
New York
$1.61M 4,920 -237 -5%
PNC Financial Services Group
324
PNC Financial Services Group
Pennsylvania
$1.6M 4,897 +909 +23%
BFG
325
Bleakley Financial Group
New Jersey
$1.59M 4,857 -30 -0.6%
11 12
13
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