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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
UOTTAIMCU
301
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.78M +$1.94M +5,343 New
IAA
302
Independent Advisor Alliance
North Carolina
$1.78M +$568K +1,566 +41%
Manulife (Manufacturers Life Insurance)
303
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.77M -$70M -193,143 -97%
YMRC
304
Yorktown Management & Research Company
Virginia
$1.76M
KIA
305
Knollwood Investment Advisory
Maryland
$1.75M
Mackenzie Financial
306
Mackenzie Financial
Ontario, Canada
$1.75M +$108K +297 +6%
DIA
307
Dana Investment Advisors
Wisconsin
$1.75M +$68.5K +189 +4%
Wealthfront Advisers
308
Wealthfront Advisers
California
$1.7M +$813K +2,243 +78%
UCFA
309
United Capital Financial Advisors
Texas
$1.7M +$133K +366 +8%
EAMA
310
EFG Asset Management (Americas)
Florida
$1.7M +$170K +469 +10%
MIM
311
MetLife Investment Management
New Jersey
$1.7M +$53.3K +147 +3%
KRS
312
Kentucky Retirement Systems
Kentucky
$1.66M -$23.9K -66 -1%
TC
313
TownSquare Capital
Utah
$1.62M -$382K -1,054 -18%
PAM
314
Paradigm Asset Management
New York
$1.6M
VIA
315
Virtus Investment Advisers
Connecticut
$1.58M +$1.72M +4,756 New
SFP
316
Shepherd Financial Partners
Massachusetts
$1.58M
IIC
317
Integrated Investment Consultants
Michigan
$1.55M -$720K -1,985 -30%
Prudential Financial
318
Prudential Financial
New Jersey
$1.55M +$29.7K +82 +2%
MFG
319
Merit Financial Group
Georgia
$1.55M +$337K +931 +25%
FB
320
Fulton Bank
Pennsylvania
$1.54M +$17.8K +49 +1%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.52M +$521K +1,436 +46%
VA
322
VestGen Advisors
Illinois
$1.47M -$394K -1,088 -20%
MOS
323
MGO One Seven
Ohio
$1.41M +$158K +435 +11%
GIBU
324
Gulf International Bank (UK)
United Kingdom
$1.4M -$20.3K -56 -1%
BCM
325
Bridgeway Capital Management
Texas
$1.4M -$957K -2,640 -39%

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.