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LPL Financial
LPLA

Overview Fund Activity

716 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+81
Holders Change %
+12.76%
% of All Funds
9.53%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
149
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 Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
351
Mackenzie Financial
Ontario, Canada
$1.19M -$16.3K -50 -1%
FCM
352
Fieldview Capital Management
Michigan
$1.15M +$1.15M +3,532 New
VA
353
Vident Advisory
Georgia
$1.15M +$423K +1,294 +58%
OIA
354
OneDigital Investment Advisors
Kansas
$1.15M -$510K -1,563 -31%
AAM
355
Aureus Asset Management
Massachusetts
$1.14M – – –
IAA
356
Independent Advisor Alliance
North Carolina
$1.13M -$404K -1,239 -26%
CWM
357
CIBC World Markets
New York
$1.1M -$317K -970 -22%
YC
358
Yarbrough Capital
Tennessee
$1.1M – – –
SWM
359
Shelton Wealth Management
Texas
$1.08M +$1.08M +3,322 New
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$1.08M +$180K +552 +20%
Schroder Investment Management Group
361
Schroder Investment Management Group
United Kingdom
$1.06M -$275K -843 -21%
GWAG
362
Garrett Wealth Advisory Group
Texas
$1.05M – – –
ONB
363
Old National Bancorp
Indiana
$1.05M +$57.5K +176 +6%
GAM
364
Generali Asset Management
Italy
$1.03M +$1.03M +3,159 New
BMSSC
365
B. Metzler seel. Sohn & Co
Germany
$1.01M -$18.9K -58 -2%
SIA
366
SkyView Investment Advisors
New Jersey
$1M -$577K -1,767 -37%
IWM
367
IHT Wealth Management
Illinois
$999K -$114K -350 -10%
AWM
368
AE Wealth Management
Kansas
$988K +$557K +1,705 +129%
Mercer Global Advisors
369
Mercer Global Advisors
Colorado
$958K -$125K -384 -12%
MOACM
370
Mutual of America Capital Management
New York
$955K -$477K -1,462 -33%
ICP
371
Impact Capital Partners
Colorado
$941K +$941K +2,883 New
GIA
372
Gateway Investment Advisers
Ohio
$937K -$333K -1,019 -26%
VI
373
Vestcor Inc
New Brunswick, Canada
$927K +$412K +1,262 +80%
MCM
374
MAI Capital Management
Ohio
$923K +$49.3K +151 +6%
CFGS
375
Concourse Financial Group Securities
Alabama
$912K -$2.85K -8 -0.3%
13 14
15
16 17