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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 %
Qube Research & Technologies (QRT)
301
Qube Research & Technologies (QRT)
United Kingdom
$2.38M -$13.6M -41,714 -85%
HWM
302
HB Wealth Management
Georgia
$2.37M +$1.94M +5,929 +455%
SBIA
303
Sheaff Brock Investment Advisors
Indiana
$2.36M -$57.9K -177 -2%
IIC
304
Integrated Investment Consultants
Michigan
$2.35M -$94.5K -289 -4%
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$2.33M +$724K +2,213 +45%
DF
306
Donoghue Forlines
Massachusetts
$2.31M +$193K +591 +9%
PP
307
Prudential plc
United Kingdom
$2.3M +$414K +1,264 +22%
BCM
308
Bridgeway Capital Management
Texas
$2.29M -$425K -1,300 -16%
OM
309
OV Management
Minnesota
$2.29M +$2.29M +7,000 New
Commonwealth Equity Services
310
Commonwealth Equity Services
Massachusetts
$2.29M +$359K +1,097 +19%
SG Americas Securities
311
SG Americas Securities
New York
$2.29M +$2.29M +6,987 New
Luther King Capital Management (LKCM)
312
Luther King Capital Management (LKCM)
Texas
$2.25M +$6.54K +20 +0.3%
CA
313
CGN Advisors
Kansas
$2.2M -$265K -811 -11%
Two Sigma Investments
314
Two Sigma Investments
New York
$2.2M -$1.71M -5,214 -44%
STA
315
Summit Trail Advisors
New York
$2.18M +$1.58M +4,833 +265%
SC
316
SummitTX Capital
Texas
$2.16M +$2.16M +6,614 New
SGWM
317
Sterling Group Wealth Management
California
$2.14M -$9.81K -30 -0.5%
JIR
318
James Investment Research
Ohio
$2.13M -$222K -678 -9%
Nisa Investment Advisors
319
Nisa Investment Advisors
Missouri
$2.13M +$1.41M +4,319 +198%
GI
320
Gradient Investments
Minnesota
$2.12M -$255K -779 -11%
Nordea Investment Management
321
Nordea Investment Management
Sweden
$2.1M +$7.18K +22 +0.3%
DT
322
Diversified Trust
Tennessee
$2.08M +$37K +113 +2%
CS
323
Candriam SCA
Luxembourg
$2.07M -$327 -1 -0%
DWM
324
Dynasty Wealth Management
Florida
$2.07M +$54.3K +166 +3%
DIA
325
Dana Investment Advisors
Wisconsin
$1.98M -$29.8K -91 -1%
11 12
13
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