We are live on ! Find out more
LPLA icon

LPL Financial

481 hedge funds and large institutions have $14.3B invested in LPL Financial in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 178 increasing their positions, 157 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 42

94% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $34.1M

43% more funds holding in top 10

Funds holding in top 10: 1420 (+6)

16% more capital invested

Capital invested by funds: $12.3B → $14.3B (+$2B)

13% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 157

11% more funds holding

Funds holding: 434481 (+47)

1.98% more ownership

Funds ownership: 95.82%97.8% (+2%)

Holders
481
Holders Change
+47
Holders Change %
+10.83%
% of All Funds
7.59%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.32%
New
91
Increased
178
Reduced
157
Closed
42
Calls
$66.3M
Puts
$34.1M
Net Calls
+$32.2M
Net Calls Change
+$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
351
Hutchens & Kramer Investment Management Group
Indiana
$320K
MA
352
MONECO Advisors
Connecticut
$313K
CCP
353
Corient Capital Partners
California
$311K +$65.3K +375 +28%
JSL
354
JT Stratford LLC
Georgia
$308K
OWA
355
One Wealth Advisors
California
$303K +$1.04K +6 +0.4%
DC
356
Davenport & Co
Virginia
$293K +$8.88K +51 +3%
Fayez Sarofim & Co
357
Fayez Sarofim & Co
Texas
$292K
ASN
358
Advisory Services Network
Georgia
$287K -$55.9K -321 -17%
WCM
359
Wedge Capital Management
North Carolina
$287K -$27.7K -159 -9%
PCM
360
Pennsylvania Capital Management
Pennsylvania
$287K
FFL
361
Future Fund LLC
Illinois
$284K -$132K -758 -33%
Franklin Resources
362
Franklin Resources
California
$283K -$38K -218 -12%
RWMH
363
Riverpoint Wealth Management Holdings
Illinois
$280K
AIG
364
American International Group
New York
$276K +$174 +1 +0.1%
SWMG
365
Sanchez Wealth Management Group
Florida
$274K +$348 +2 +0.1%
GDP
366
Great Diamond Partners
Maine
$274K +$5.05K +29 +2%
Mackenzie Financial
367
Mackenzie Financial
Ontario, Canada
$271K +$258K +1,482 New
Pzena Investment Management
368
Pzena Investment Management
New York
$268K
TRCT
369
Tower Research Capital (TRC)
New York
$267K -$13.1K -75 -5%
IGWM
370
ICA Group Wealth Management
Colorado
$263K +$230K +1,322 New
PCG
371
Private Capital Group
Connecticut
$256K -$21.1K -121 -8%
LFAS
372
Level Four Advisory Services
Texas
$251K +$239K +1,372 New
BCM
373
Brookstone Capital Management
Illinois
$244K +$212K +1,216 New
Simplex Trading
374
Simplex Trading
Illinois
$242K -$266K -1,530 -53%
SP
375
Symmetry Partners
Connecticut
$242K