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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 %
EOJOAM
401
E. Ohman J:or Asset Management
Sweden
$686K -$392K -1,200 -36%
VWM
402
Venturi Wealth Management
Texas
$683K +$6.2K +19 +0.9%
AAM
403
Advisors Asset Management
Colorado
$679K +$56.8K +174 +9%
Vontobel Holding
404
Vontobel Holding
Switzerland
$673K – – –
IMCOOI
405
Investment Management Corp of Ontario (IMCO)
Canada
$673K -$131K -400 -16%
WWM
406
WJ Wealth Management
Arizona
$653K – – –
OTL
407
Oak Thistle LLC
New York
$650K +$357K +1,094 +122%
AAS
408
Avantax Advisory Services
Texas
$650K -$178K -544 -21%
CAM
409
Concorde Asset Management
Michigan
$648K -$59.1K -181 -8%
AO
410
Advisor OS
Illinois
$636K -$499K -1,527 -44%
SCA
411
Snowden Capital Advisors
New York
$628K +$231K +707 +58%
CC
412
Centiva Capital
New York
$622K -$2.93M -8,963 -82%
Bessemer Group
413
Bessemer Group
New Jersey
$615K +$92.6K +284 +18%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$612K +$267K +818 +77%
XF
415
XML Financial
Maryland
$611K -$132K -405 -18%
HHGC
416
Hunting Hill Global Capital
New York
$611K – – –
FCA
417
Fortis Capital Advisors
Kansas
$611K +$611K +2,722 New
FT
418
Fiduciary Trust
Massachusetts
$607K +$41.5K +127 +7%
WG
419
Winton Group
United Kingdom
$604K -$317K -971 -34%
STA
420
Summit Trail Advisors
New York
$595K +$595K +1,822 New
QCM
421
QRG Capital Management
Illinois
$592K +$43.7K +134 +8%
YCM
422
Yousif Capital Management
Michigan
$582K +$28.1K +86 +5%
DC
423
Davenport & Co
Virginia
$575K +$17.3K +53 +3%
AFCM
424
Applied Finance Capital Management
Puerto Rico
$574K – – –
HFM
425
Harvest Fund Management
China
$573K +$573K +1,756 New
15 16
17
18 19