LPLA icon

LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.28B
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$253M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$996M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$154M
5
Dodge & Cox
5
Dodge & Cox
California
$153M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
FB
326
Fulton Bank
Pennsylvania
$1.58M 4,847 +641 +15%
M&T Bank
327
M&T Bank
New York
$1.54M 4,708 +281 +6%
CIC
328
Crawford Investment Counsel
Georgia
$1.51M 4,611 +123 +3%
MIM
329
MetLife Investment Management
New Jersey
$1.5M 4,589 -104 -2%
AF
330
Avanza Fonder
Sweden
$1.46M 4,473 +4,473 New
RL
331
Retireful LLC
Michigan
$1.46M 4,460 +4,460 New
BCI
332
Brinker Capital Investments
Pennsylvania
$1.45M 4,441 +757 +21%
OPS
333
Orion Portfolio Solutions
Nebraska
$1.45M 4,441 +757 +21%
DZ Bank
334
DZ Bank
Germany
$1.42M 4,343 -1,316 -23%
Creative Planning
335
Creative Planning
Kansas
$1.38M 4,237 +480 +13%
OAM
336
Ostrum Asset Management
France
$1.37M 4,188 -3,419 -45%
LA
337
LVW Advisors
New York
$1.36M 4,171 +83 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
338
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.35M 4,126 +4,126 New
MSRPS
339
Maryland State Retirement & Pension System
Maryland
$1.3M 3,974 -279 -7%
Focus Partners Wealth
340
Focus Partners Wealth
Massachusetts
$1.27M 3,887 +473 +14%
SLI
341
Sumitomo Life Insurance
Japan
$1.27M 3,882 -150 -4%
CG
342
Caprock Group
Idaho
$1.27M 3,879 +1,093 +39%
PAS
343
Park Avenue Securities
New York
$1.26M 3,849 +210 +6%
IWC
344
Integrated Wealth Concepts
Massachusetts
$1.24M 3,792 -315 -8%
PA
345
Prossimo Advisors
California
$1.24M 3,785 +1,550 +69%
SRL
346
Scientech Research LLC
New Jersey
$1.21M 3,698 +3,698 New
MYIA
347
Mount Yale Investment Advisors
Colorado
$1.21M 3,693 +972 +36%
CIM
348
Chiron Investment Management
New York
$1.2M 3,687 +3,687 New
TI
349
Tidal Investments
Wisconsin
$1.19M 3,656 -4,006 -52%
CGH
350
Crossmark Global Holdings
Texas
$1.19M 3,648 -4,555 -56%
12 13
14
15 16