We are live on ! Find out more
LPLA icon

LPL Financial

757 hedge funds and large institutions have $26.1B invested in LPL Financial in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $54.2M

2% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 270

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.1% less ownership

Funds ownership: 99.37%98.27% (-1.1%)

5% less funds holding

Funds holding: 800757 (-43)

12% less capital invested

Capital invested by funds: $29.7B → $26.1B (-$3.62B)

28% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 112

Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
376
Vestcor Inc
New Brunswick, Canada
$895K -$72.9K -201 -7%
ICP
377
Impact Capital Partners
Colorado
$894K -$59.1K -163 -6%
PS
378
Principal Securities
Iowa
$866K +$195K +537 +26%
CG
379
Caprock Group
Idaho
$865K +$860K +2,373 New
I
380
InceptionR
California
$850K -$384K -1,058 -29%
TCM
381
Tran Capital Management
California
$850K
VA
382
Vident Advisory
Georgia
$834K +$35.2K +97 +4%
AWA
383
Arkadios Wealth Advisors
Georgia
$833K +$328K +904 +56%
GWAG
384
Garrett Wealth Advisory Group
Texas
$832K
RWM
385
Ritholtz Wealth Management
New York
$828K +$2.54K +7 +0.3%
PA
386
Parallel Advisors
California
$824K -$13.4K -37 -1%
BPA
387
Beacon Pointe Advisors
California
$822K +$370K +1,021 +70%
Assenagon Asset Management
388
Assenagon Asset Management
Luxembourg
$799K +$5.8K +16 +0.7%
EGM
389
Engineers Gate Manager
New York
$798K -$14M -38,534 -94%
Thrivent Financial for Lutherans
390
Thrivent Financial for Lutherans
Minnesota
$792K -$10.5K -29 -1%
PCM
391
Polymer Capital Management
New York
$784K +$855K +2,358 New
QCM
392
Qsemble Capital Management
New York
$771K +$252K +694 +43%
HHGC
393
Hunting Hill Global Capital
New York
$765K
PCM
394
Presidio Capital Management
California
$761K +$829K +2,286 New
RFP
395
Root Financial Partners
California
$760K +$13K +36 +2%
LCOV
396
London Company of Virginia
Virginia
$755K
GP
397
Greenline Partners
New York
$754K
P
398
Pitcairn
Pennsylvania
$746K -$901K -2,485 -53%
PMAM
399
Picton Mahoney Asset Management
Ontario, Canada
$732K -$29M -79,957 -97%
AWM
400
Avior Wealth Management
Nebraska
$732K -$108K -297 -12%

LPLA Hedge Fund Activity: Q3 2025 in Review

757 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2025, worth a combined $26.1B — down 12% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LPLA and 81 opened new positions — a net loss of 31 holders — while 270 trimmed existing stakes and 276 added.

The largest buyer was Capital World Investors, adding an estimated $947M. The largest seller was Fidelity Investments, cutting an estimated $483M.

  • 757 institutional investors held LPL Financial (LPLA) as of Q3 2025, down from 800 in Q2 2025.
  • Funds reported $26.1B of LPL Financial stock for Q3 2025, down 12% quarter-over-quarter.
  • 81 funds opened new LPL Financial positions in Q3 2025 and 112 closed out, a net change of -31 holders.
  • The largest LPL Financial buyer in Q3 2025 was Capital World Investors, an estimated $947M added.
  • The largest LPL Financial seller in Q3 2025 was Fidelity Investments, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2025.