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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 %
SIA
376
Schechter Investment Advisors
Michigan
$901K +$540K +1,655 +150%
MWM
377
Moran Wealth Management
Florida
$889K -$27.8K -85 -3%
Wealthfront Advisers
378
Wealthfront Advisers
California
$865K +$18.3K +56 +2%
Thrivent Financial for Lutherans
379
Thrivent Financial for Lutherans
Minnesota
$843K -$10.4K -33 -1%
BAM
380
Belpointe Asset Management
Nevada
$828K +$828K +3,691 New
IC
381
IEQ Capital
California
$823K +$107K +329 +15%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$821K +$127K +389 +18%
MA
383
MONECO Advisors
Connecticut
$810K +$36.9K +113 +5%
PA
384
Parallel Advisors
California
$809K +$17.6K +54 +2%
AWM
385
Avior Wealth Management
Nebraska
$809K +$20.6K +63 +3%
RWM
386
Ritholtz Wealth Management
New York
$808K -$17K -52 -2%
NA
387
NewEdge Advisors
Louisiana
$807K -$557K -1,707 -41%
Voloridge Investment Management
388
Voloridge Investment Management
Florida
$799K +$799K +2,446 New
EA
389
Everpar Advisors
Oklahoma
$794K +$980 +3 +0.1%
SPIA
390
Steward Partners Investment Advisory
New York
$785K -$1.31K -4 -0.2%
HAG
391
HighPoint Advisor Group
Illinois
$778K -$128K -352 -14%
FDCDDQ
392
Federation des caisses Desjardins du Quebec
Quebec, Canada
$771K -$70.5K -216 -8%
Jacobs Levy Equity Management
393
Jacobs Levy Equity Management
New Jersey
$765K – – –
VWM
394
Valley Wealth Managers
New Jersey
$757K +$109K +334 +17%
LCOV
395
London Company of Virginia
Virginia
$741K – – –
GP
396
Greenline Partners
New York
$740K – – –
SWP
397
Stratos Wealth Partners
Ohio
$734K -$129K -395 -15%
AC
398
Allstate Corporation
Illinois
$720K +$720K +2,204 New
RFP
399
Root Financial Partners
California
$715K -$4.57K -14 -0.6%
Nisa Investment Advisors
400
Nisa Investment Advisors
Missouri
$711K +$447K +1,368 +169%
14 15
16
17 18