LPL Financial

LPLA

Market cap $26.6B

529 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 174 reducing their positions, and 50 closing their positions.

New

Increased

Maintained

Reduced

Closed

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

529

Holders Change

+50

Holders Change %

+10.44%

% of All Funds

8.94%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.34%

New

108

Increased

189

Reduced

174

Closed

Calls

$27.8M

Puts

$93.7M

Net Calls

-$65.9M

Net Calls Change

-$98.1M

Top Buyers

1	LPC 1 Lone Pine Capital Greenwich, Connecticut	$422M
2	2 WCM Investment Management Laguna Beach, California	$286M
3	3 Capital Research Global Investors Los Angeles, California	$367M
4	4 BlackRock New York	$830M
5	JSP 5 Jackson Square Partners Larkspur, California	$125M

Top Sellers

1	1 Janus Henderson Group London, United Kingdom	$1.32B
2	2 Wellington Management Group Boston, Massachusetts	$575M
3	LP 3 LMR Partners London, United Kingdom	$6.98M
4	4 Artisan Partners Milwaukee, Wisconsin	$219M
5	5 Allspring Global Investments Charlotte, North Carolina	$210M

#	Name	Holding	Trade Value	Shares Change	Shares Change %
326	IWA 326 Intercontinental Wealth Advisors San Antonio, Texas	$626K	-$9.59K	-52	-2%
327	327 HighTower Advisors Chicago, Illinois	$623K	+$219K	+1,177	+54%
328	EFSCE 328 Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$622K	-$226K	-1,226	-27%
329	329 Simplex Trading Chicago, Illinois	$620K	+$375K	+2,035	+153%
330	IAA 330 Independent Advisor Alliance Charlotte, North Carolina	$619K	-$36.7K	-199	-6%
331	KFP 331 KB Financial Partners Princeton, New Jersey	$614K	-$14.6K	-79	-2%
332	AWM 332 Avior Wealth Management Omaha, Nebraska	$610K	-$57.9K	-314	-9%
333	PCM 333 Prelude Capital Management New York	$605K	-$32.1K	-174	-5%
334	BFS 334 Bickling Financial Services Lexington, Massachusetts	$604K	-$20.8K	-113	-3%
335	AIC 335 Archer Investment Corporation Carmel, Indiana	$585K	-$43.7K	-237	-7%
336	336 Mercer Global Advisors Denver, Colorado	$578K	+$88.7K	+481	+18%
337	IIC 337 Ironwood Investment Counsel Scottsdale, Arizona	$573K	–	–	–
338	BDF 338 Balasa Dinverno & Foltz	$573K	+$573K	+3,108	New
339	EI 339 Ethic Inc New York	$571K	+$219K	+1,185	+62%
340	SS 340 Simplicity Solutions Minneapolis, Minnesota	$570K	+$98K	+531	+21%
341	341 Citadel Advisors Miami, Florida	$569K	-$17M	-91,880	-97%
342	HWMA 342 Heritage Wealth Management (Arizona) Phoenix, Arizona	$553K	+$69.9K	+379	+14%
343	343 Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$553K	+$553K	+3,000	New
344	JF 344 Jump Financial Chicago, Illinois	$538K	+$196K	+1,060	+57%
345	RWM 345 Ritholtz Wealth Management New York	$528K	-$120K	-649	-18%
346	AIA 346 Alera Investment Advisors Deerfield, Illinois	$510K	+$510K	+2,761	New
347	ACM 347 AlphaCrest Capital Management New York	$509K	-$522K	-2,829	-51%
348	LG 348 Leuthold Group Minneapolis, Minnesota	$506K	-$106K	-575	-17%
349	SWP 349 Stratos Wealth Partners Beachwood, Ohio	$506K	+$25.4K	+138	+5%
350	CFB 350 Cullen/Frost Bankers San Antonio, Texas	$498K	–	–	–

LPL Financial LPLA Market cap $26.6B

Top Buyers

Top Sellers

LPL Financial

LPLA

Market cap $26.6B