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LPL Financial

717 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 224 increasing their positions, 267 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.02% less ownership

Funds ownership: 95.07%95.05% (-0.02%)

11% less call options, than puts

Call options by funds: $118M | Put options by funds: $132M

16% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 267

Holders
717
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$118M
Puts
$132M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
326
$1.59M
327
$1.58M
328
$1.54M
329
$1.51M
330
$1.5M
331
$1.46M
332
$1.46M
333
$1.45M
334
$1.45M
335
$1.42M
336
$1.38M
337
$1.37M
338
$1.36M
339
$1.35M
340
$1.3M
341
$1.27M
342
$1.27M
343
$1.27M
344
$1.26M
345
$1.24M
346
$1.24M
347
$1.21M
348
$1.21M
349
$1.2M
350
$1.19M