LPLA icon

LPL Financial
LPLA

Overview Fund Activity

787 hedge funds and large institutions have $29.7B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 322 increasing their positions, 256 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+13
Holders Change %
+1.68%
% of All Funds
10.55%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.28%
New
128
Increased
322
Reduced
256
Closed
103
Calls
$44.1M
Puts
$36.7M
Net Calls
+$7.44M
Net Calls Change
+$23.9M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$442M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
4
Principal Financial Group
Principal Financial Group
Iowa
+$209M
5
Invesco
Invesco
Georgia
+$169M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$267M
2
Marshall Wace
Marshall Wace
United Kingdom
-$246M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$123M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$108M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
351
OneDigital Investment Advisors
Kansas
$1.42M -$12K -32 -0.8%
IAA
352
Independent Advisor Alliance
North Carolina
$1.42M +$19.5K +52 +1%
Jane Street
353
Jane Street
New York
$1.4M -$2.87M -7,652 -67%
MFG
354
Merit Financial Group
Georgia
$1.4M +$142K +380 +11%
LA
355
LVW Advisors
New York
$1.39M -$80.2K -214 -5%
I
356
InceptionR
California
$1.35M +$1.35M +3,613 New
SLI
357
Sumitomo Life Insurance
Japan
$1.35M -$78.7K -210 -6%
GIA
358
Gateway Investment Advisers
Ohio
$1.32M +$126K +337 +11%
CPBTD
359
Central Pacific Bank - Trust Division
Hawaii
$1.31M +$409K +1,090 +45%
AAM
360
Aureus Asset Management
Massachusetts
$1.3M – – –
NA
361
NewEdge Advisors
Louisiana
$1.28M -$44.6K -119 -3%
IWM
362
IHT Wealth Management
Illinois
$1.26M -$83.2K -222 -6%
MYIA
363
Mount Yale Investment Advisors
Colorado
$1.26M +$143K +382 +13%
Bessemer Group
364
Bessemer Group
New Jersey
$1.25M +$267K +712 +27%
CWM
365
CIBC World Markets
New York
$1.25M -$28.9K -77 -2%
FT
366
Fiduciary Trust
Massachusetts
$1.25M +$333K +889 +36%
JF
367
Jump Financial
Illinois
$1.24M +$859K +2,291 +227%
MAM
368
Meeder Asset Management
Ohio
$1.24M +$1.19M +3,183 +2,817%
ALMGDA
369
AG2R La Mondiale Gestion d'Actifs
France
$1.24M +$41.6K +111 +3%
QT
370
Quantbot Technologies
New York
$1.22M +$1.22M +3,241 New
CIBC Asset Management
371
CIBC Asset Management
Ontario, Canada
$1.21M -$69K -184 -5%
SIA
372
SkyView Investment Advisors
New Jersey
$1.19M +$29.2K +80 +3%
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18M +$163K +434 +16%
SWM
374
Shelton Wealth Management
Texas
$1.17M +$33.7K +90 +3%
SAM
375
Shell Asset Management
Netherlands
$1.16M +$673K +1,793 +137%
13 14
15
16 17