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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 %
MOACM
401
Mutual of America Capital Management
New York
$964K – – –
TCM
402
Tran Capital Management
California
$958K +$958K +2,554 New
PA
403
Parallel Advisors
California
$943K -$7.5K -20 -0.8%
GWAG
404
Garrett Wealth Advisory Group
Texas
$937K – – –
MCM
405
Maltese Capital Management
New York
$937K +$750K +2,000 +400%
AWM
406
Avior Wealth Management
Nebraska
$936K -$147K -391 -14%
Lido Advisors
407
Lido Advisors
California
$932K +$266K +710 +40%
RWM
408
Ritholtz Wealth Management
New York
$930K +$1.88K +5 +0.2%
HAG
409
HighPoint Advisor Group
Illinois
$923K +$33.4K +89 +4%
WSFS
410
Wilmington Savings Fund Society
Delaware
$907K +$226K +602 +33%
VA
411
Vident Advisory
Georgia
$903K -$128K -341 -12%
HI
412
Harbour Investments
Wisconsin
$899K +$895K +2,388 +26,533%
Assenagon Asset Management
413
Assenagon Asset Management
Luxembourg
$895K +$55.5K +148 +7%
Thrivent Financial for Lutherans
414
Thrivent Financial for Lutherans
Minnesota
$880K -$96.8K -265 -10%
RL
415
Retireful LLC
Michigan
$875K -$505K -1,346 -37%
HHGC
416
Hunting Hill Global Capital
New York
$862K +$161K +429 +23%
EMAM
417
Encompass More Asset Management
California
$855K +$855K +2,279 New
LCOV
418
London Company of Virginia
Virginia
$851K – – –
GP
419
Greenline Partners
New York
$850K – – –
SPIA
420
Steward Partners Investment Advisory
New York
$846K -$4.5K -12 -0.5%
RFP
421
Root Financial Partners
California
$843K +$18.4K +49 +2%
TI
422
Tidal Investments
Wisconsin
$832K -$1.42M -3,786 -63%
EA
423
Everpar Advisors
Oklahoma
$825K -$4.13K -11 -0.5%
OAM
424
Oxford Asset Management
United Kingdom
$823K +$823K +2,196 New
GWM
425
Gibbs Wealth Management
Georgia
$807K +$807K +2,152 New
15 16
17
18 19