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LPL Financial
LPLA

Overview Fund Activity

774 hedge funds and large institutions have $25.3B invested in LPL Financial in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 315 increasing their positions, 217 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+58
Holders Change %
+8.1%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.34%
New
129
Increased
315
Reduced
217
Closed
57
Calls
$81.4M
Puts
$97.9M
Net Calls
-$16.4M
Net Calls Change
-$2.32M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$477M
2
Dodge & Cox
Dodge & Cox
California
+$345M
3
Principal Financial Group
Principal Financial Group
Iowa
+$318M
4
Jennison Associates
Jennison Associates
New York
+$278M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$210M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$253M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
3
Boston Partners
Boston Partners
Massachusetts
-$128M
4
Citadel Advisors
Citadel Advisors
Florida
-$98M
5
MC
Maverick Capital
Texas
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
326
Baird Financial Group
Wisconsin
$1.97M -$794K -2,428 -29%
TI
327
Tidal Investments
Wisconsin
$1.96M +$768K +2,349 +64%
TAF
328
Tredje AP-fonden
Sweden
$1.94M – – –
AB
329
Amalgamated Bank
New York
$1.92M +$69.7K +213 +4%
AF
330
Avanza Fonder
Sweden
$1.9M +$384K +1,134 +25%
Credit Agricole
331
Credit Agricole
France
$1.89M -$21.3K -65 -1%
P
332
Pitcairn
Pennsylvania
$1.89M -$70K -214 -4%
CBA
333
Coastal Bridge Advisors
Connecticut
$1.88M +$1.88M +5,757 New
Creative Planning
334
Creative Planning
Kansas
$1.84M +$458K +1,401 +33%
EI
335
Ethic Inc
New York
$1.84M +$188K +562 +11%
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$1.82M -$487K -1,696 -21%
AWM
337
AE Wealth Management
Kansas
$1.81M +$824K +2,519 +83%
GF
338
Gabelli Funds
New York
$1.79M +$62.2K +190 +4%
Capital World Investors
339
Capital World Investors
California
$1.78M -$4.52M -13,819 -72%
BHCM
340
Brevan Howard Capital Management
Jersey
$1.75M -$4.11M -12,566 -70%
YMRC
341
Yorktown Management & Research Company
Virginia
$1.73M -$131K -400 -7%
FC
342
FORA Capital
Florida
$1.73M +$1.73M +5,283 New
KIA
343
Knollwood Investment Advisory
Maryland
$1.73M – – –
VA
344
VestGen Advisors
Illinois
$1.7M +$1.7M +5,184 New
KRS
345
Kentucky Retirement Systems
Kentucky
$1.66M +$1.66M +5,082 New
MIF
346
Mediolanum International Funds
Ireland
$1.64M -$3.36M -9,981 -67%
MS
347
Maven Securities
Jersey
$1.64M +$1.64M +5,000 New
WP
348
Woodline Partners
California
$1.64M +$1.64M +5,000 New
KCM
349
Kerusso Capital Management
North Carolina
$1.63M +$1.63M +4,975 New
CIC
350
Crawford Investment Counsel
Georgia
$1.62M +$111K +340 +7%
12 13
14
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