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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 %
AV
376
ASR Vermogensbeheer
Netherlands
$1.16M +$359K +957 +45%
BMSSC
377
B. Metzler seel. Sohn & Co
Germany
$1.15M – – –
AAS
378
Avantax Advisory Services
Texas
$1.14M +$266K +708 +30%
MC
379
Machina Capital
France
$1.12M +$396K +1,055 +54%
Wolverine Trading
380
Wolverine Trading
Illinois
$1.12M -$2.37M -6,505 -68%
Mercer Global Advisors
381
Mercer Global Advisors
Colorado
$1.11M +$53.2K +142 +5%
MCM
382
MAI Capital Management
Ohio
$1.11M +$30.7K +82 +3%
Schroder Investment Management Group
383
Schroder Investment Management Group
United Kingdom
$1.09M -$232K -619 -18%
BCM
384
Bayesian Capital Management
New York
$1.09M +$1.09M +2,900 New
VI
385
Vestcor Inc
New Brunswick, Canada
$1.08M -$3.38K -9 -0.3%
Wealthfront Advisers
386
Wealthfront Advisers
California
$1.08M +$67.9K +181 +7%
IWC
387
Integrated Wealth Concepts
Massachusetts
$1.07M -$377K -1,005 -26%
ICP
388
Impact Capital Partners
Colorado
$1.07M -$34.5K -92 -3%
GCP
389
GSA Capital Partners
United Kingdom
$1.06M +$1.06M +2,838 New
TMAM
390
Tokio Marine Asset Management
Japan
$1.05M -$13.3M -35,385 -93%
SFS
391
Sowell Financial Services
Arkansas
$1.04M -$55.9K -149 -5%
OM
392
OV Management
Minnesota
$1.04M -$1.58M -4,223 -60%
IMCOOI
393
Investment Management Corp of Ontario (IMCO)
Canada
$1.03M -$75K -200 -7%
Mirae Asset Global ETFs Holdings
394
Mirae Asset Global ETFs Holdings
Hong Kong
$1.03M +$598K +1,596 +139%
FF
395
Friedenthal Financial
New Jersey
$1M -$85.5K -228 -8%
MWM
396
Moran Wealth Management
Florida
$993K +$13.9K +37 +1%
ECM
397
Everence Capital Management
Indiana
$990K – – –
OAM
398
Ostrum Asset Management
France
$979K -$28.5K -76 -3%
PEAK6
399
PEAK6
Illinois
$973K -$576K -1,535 -37%
VI
400
Versor Investments
New York
$966K -$654K -1,745 -40%
14 15
16
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