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LPL Financial

757 hedge funds and large institutions have $26.1B invested in LPL Financial in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $54.2M

2% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 270

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.1% less ownership

Funds ownership: 99.37%98.27% (-1.1%)

5% less funds holding

Funds holding: 800757 (-43)

12% less capital invested

Capital invested by funds: $29.7B → $26.1B (-$3.62B)

28% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 112

Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
326
Kestra Advisory Services
Texas
$1.36M -$157K -434 -10%
M&T Bank
327
M&T Bank
New York
$1.35M -$261K -721 -15%
Nisa Investment Advisors
328
Nisa Investment Advisors
Missouri
$1.35M -$1.43M -3,956 -49%
EP
329
Edgestream Partners
New Jersey
$1.34M -$5.25M -14,491 -78%
OAM
330
Ostrum Asset Management
France
$1.32M +$490K +1,352 +52%
CIC
331
Crawford Investment Counsel
Georgia
$1.29M +$14.1K +39 +1%
MSRPS
332
Maryland State Retirement & Pension System
Maryland
$1.29M
Mercer Global Advisors
333
Mercer Global Advisors
Colorado
$1.29M +$332K +915 +31%
Focus Partners Wealth
334
Focus Partners Wealth
Massachusetts
$1.29M -$148K -408 -10%
OIA
335
OneDigital Investment Advisors
Kansas
$1.29M +$27.5K +76 +2%
IWM
336
IHT Wealth Management
Illinois
$1.28M +$177K +488 +15%
IMCOOI
337
Investment Management Corp of Ontario (IMCO)
Canada
$1.25M +$369K +1,019 +37%
ALMGDA
338
AG2R La Mondiale Gestion d'Actifs
France
$1.24M
ECM
339
Everence Capital Management
Indiana
$1.23M +$385K +1,063 +40%
UB
340
UMB Bank
Missouri
$1.21M -$13.6M -37,548 -91%
PAS
341
Park Avenue Securities
New York
$1.2M -$202K -558 -13%
NA
342
NewEdge Advisors
Louisiana
$1.19M +$63.8K +176 +5%
FT
343
Fiduciary Trust
Massachusetts
$1.17M +$71.8K +198 +6%
GIA
344
Gateway Investment Advisers
Ohio
$1.17M
AAP
345
Arax Advisory Partners
Colorado
$1.17M +$1.2M +3,320 +1,738%
GF
346
Gabelli Funds
New York
$1.17M -$547K -1,510 -30%
CGIM
347
Cannon Global Investment Management
Florida
$1.16M +$1.27M +3,500 New
SLI
348
Sumitomo Life Insurance
Japan
$1.16M -$45.7K -126 -3%
AAM
349
Aureus Asset Management
Massachusetts
$1.16M
Bessemer Group
350
Bessemer Group
New Jersey
$1.15M +$45.7K +126 +4%

LPLA Hedge Fund Activity: Q3 2025 in Review

757 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2025, worth a combined $26.1B — down 12% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LPLA and 81 opened new positions — a net loss of 31 holders — while 270 trimmed existing stakes and 276 added.

The largest buyer was Capital World Investors, adding an estimated $947M. The largest seller was Fidelity Investments, cutting an estimated $483M.

  • 757 institutional investors held LPL Financial (LPLA) as of Q3 2025, down from 800 in Q2 2025.
  • Funds reported $26.1B of LPL Financial stock for Q3 2025, down 12% quarter-over-quarter.
  • 81 funds opened new LPL Financial positions in Q3 2025 and 112 closed out, a net change of -31 holders.
  • The largest LPL Financial buyer in Q3 2025 was Capital World Investors, an estimated $947M added.
  • The largest LPL Financial seller in Q3 2025 was Fidelity Investments, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2025.