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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 %
JG
326
Jain Global
New York
$1.8M +$1.8M +4,792 New
M&T Bank
327
M&T Bank
New York
$1.79M +$31.1K +83 +2%
DTL
328
Dynamic Technology Lab
Singapore
$1.79M +$1.79M +4,766 New
SFP
329
Shepherd Financial Partners
Massachusetts
$1.78M – – –
UCFA
330
United Capital Financial Advisors
Texas
$1.78M +$1.32M +3,521 +287%
P
331
Pitcairn
Pennsylvania
$1.77M -$392K -1,045 -18%
EAMA
332
EFG Asset Management (Americas)
Florida
$1.74M +$837K +2,232 +93%
FB
333
Fulton Bank
Pennsylvania
$1.72M +$156K +415 +10%
Prudential Financial
334
Prudential Financial
New Jersey
$1.72M +$646K +1,722 +60%
KAS
335
Kestra Advisory Services
Texas
$1.7M +$195K +520 +13%
WG
336
Winton Group
United Kingdom
$1.66M +$1.66M +4,428 New
MF
337
Magnetar Financial
Illinois
$1.66M +$1.66M +4,421 New
BHCM
338
Brevan Howard Capital Management
Jersey
$1.62M -$384K -1,024 -19%
Focus Partners Wealth
339
Focus Partners Wealth
Massachusetts
$1.6M -$30K -80 -2%
GIBU
340
Gulf International Bank (UK)
United Kingdom
$1.6M – – –
PCM
341
Prana Capital Management
Connecticut
$1.57M +$1.57M +4,197 New
PAS
342
Park Avenue Securities
New York
$1.56M +$8.25K +22 +0.5%
IIM
343
INTECH Investment Management
Florida
$1.55M -$86.2K -230 -5%
CHP
344
Castle Hook Partners
New York
$1.52M +$1.52M +4,046 New
CL
345
Choreo LLC
Illinois
$1.51M +$240K +639 +19%
CFO
346
Callan Family Office
Pennsylvania
$1.51M +$1.51M +4,037 New
CFM
347
Catalyst Funds Management
Australia
$1.5M +$1.5M +4,000 New
MSRPS
348
Maryland State Retirement & Pension System
Maryland
$1.45M +$148K +394 +11%
CIC
349
Crawford Investment Counsel
Georgia
$1.44M -$413K -1,102 -22%
MOS
350
MGO One Seven
Ohio
$1.43M +$1.43M +3,814 New
12 13
14
15 16