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LPL Financial
LPLA

674 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 268 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 64

27% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 211

17% more funds holding in top 10

Funds holding in top 10: 18 → 21 (+3)

4% more funds holding

Funds holding: 647 → 674 (+27)

5% more capital invested

Capital invested by funds: $19.2B → $20.1B (+$912M)

7% less call options, than puts

Call options by funds: $47.5M | Put options by funds: $50.8M

1.21% less ownership

Funds ownership: 97.65% → 96.43% (-1.2%)

Holders
674
Holders Change
+27
Holders Change %
+4.17%
% of All Funds
9.73%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.3%
New
101
Increased
268
Reduced
211
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.31M
Net Calls Change
-$84.8M

Top Buyers

Rank Fund Capital Flow
1
SCA
Southpoint Capital Advisors
New York
+$105M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$63.3M
3
Holocene Advisors
Holocene Advisors
New York
+$60.2M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$54.1M
5
HCM
HMI Capital Management
California
+$53.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$210M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$122M
4
ACH
ArrowMark Colorado Holdings
Colorado
-$120M
5
CCP
Clarkston Capital Partners
Michigan
-$92.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
401
Avantax Advisory Services
Texas
$693K +$673K +2,481 New
GIA
402
Gladstone Institutional Advisory
Florida
$689K -$13.8K -51 -2%
PA
403
Parallel Advisors
California
$680K +$4.89K +18 +0.7%
SPA
404
Sherbrooke Park Advisers
New York
$673K +$654K +2,410 New
MA
405
MONECO Advisors
Connecticut
$669K -$5.43K -20 -0.8%
AWM
406
Avior Wealth Management
Nebraska
$663K -$82.2K -303 -11%
Impax Asset Management Group
407
Impax Asset Management Group
United Kingdom
$642K +$623K +2,297 New
LCOV
408
London Company of Virginia
Virginia
$634K – – –
PP
409
PDT Partners
New York
$628K -$9.23K -34 -1%
PA
410
Prossimo Advisors
California
$624K – – –
RFP
411
Root Financial Partners
California
$616K +$543 +2 +0.1%
CAM
412
Concorde Asset Management
Michigan
$614K – – –
XF
413
XML Financial
Maryland
$611K -$6.79K -25 -1%
TMAM
414
Tokio Marine Asset Management
Japan
$606K – – –
NS
415
NBC Securities
Alabama
$597K -$8.69K -32 -1%
PTC
416
Petrus Trust Company
Texas
$577K +$561K +2,066 New
Vontobel Holding
417
Vontobel Holding
Switzerland
$576K -$40.7K -150 -7%
FT
418
Fiduciary Trust
Massachusetts
$566K +$160K +588 +41%
DC
419
Davenport & Co
Virginia
$565K +$169K +624 +45%
AIC
420
Archer Investment Corporation
Indiana
$563K – – –
WWM
421
WJ Wealth Management
Arizona
$559K – – –
VI
422
Versor Investments
New York
$559K +$543K +2,000 New
MYIA
423
Mount Yale Investment Advisors
Colorado
$545K +$55.9K +206 +12%
HAG
424
HighPoint Advisor Group
Illinois
$531K +$46.1K +170 +8%
HHGC
425
Hunting Hill Global Capital
New York
$523K – – –
15 16
17
18 19

LPLA Hedge Fund Activity: Q2 2024 in Review

674 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2024, worth a combined $20.1B — up 4.7% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LPLA positions and 64 closed out — a net gain of 37 holders — while 268 added to existing stakes and 211 trimmed.

The largest buyer was Southpoint Capital Advisors, adding an estimated $105M. The largest seller was BlackRock, cutting an estimated $210M.

  • 674 institutional investors held LPL Financial (LPLA) as of Q2 2024, up from 647 in Q1 2024.
  • Funds reported $20.1B of LPL Financial stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 101 funds opened new LPL Financial positions in Q2 2024 and 64 closed out, a net change of +37 holders.
  • The largest LPL Financial buyer in Q2 2024 was Southpoint Capital Advisors, an estimated $105M added.
  • The largest LPL Financial seller in Q2 2024 was BlackRock, an estimated $210M sold.

Based on aggregated 13F filings for Q2 2024.