LPLA icon

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 %
HFO
426
Heritage Family Offices
Arizona
$571K +$7.18K +22 +1%
Lido Advisors
427
Lido Advisors
California
$568K +$71.5K +219 +14%
BC
428
Bridgefront Capital
Texas
$566K -$50K -153 -8%
WEG
429
World Equity Group
Illinois
$561K +$561K +1,720 New
GCP
430
GSA Capital Partners
United Kingdom
$561K -$411K -1,260 -42%
CCA
431
Catalyst Capital Advisors
New York
$558K -$275K -842 -33%
ASN
432
Advisory Services Network
Georgia
$555K -$2.8M -8,562 -83%
CL
433
Choreo LLC
Illinois
$555K +$210K +641 +61%
SWMG
434
Sanchez Wealth Management Group
Florida
$551K +$11.4K +35 +2%
Prudential Financial
435
Prudential Financial
New Jersey
$543K -$2.03M -6,209 -79%
OC
436
Oppenheimer & Co
New York
$539K +$539K +1,652 New
Nomura Holdings
437
Nomura Holdings
Japan
$538K -$1.87M -5,722 -78%
ECM
438
Everence Capital Management
Indiana
$526K +$526K +1,610 New
TRCT
439
Tower Research Capital (TRC)
New York
$524K -$1.44M -4,421 -73%
Squarepoint
440
Squarepoint
New York
$522K -$21.9M -67,077 -98%
UM
441
UniSuper Management
Australia
$522K -$301K -923 -37%
WPC
442
Wedmont Private Capital
Pennsylvania
$521K +$18.2K +55 +4%
PW
443
Potentia Wealth
California
$515K +$515K +1,577 New
PCM
444
Pennsylvania Capital Management
Pennsylvania
$514K – – –
FC
445
Farringdon Capital
United Kingdom
$513K +$513K +1,572 New
OIS
446
Okabena Investment Services
Minnesota
$513K +$513K +1,570 New
MPW
447
Magnolia Private Wealth
Pennsylvania
$506K +$506K +1,551 New
EWA
448
EverSource Wealth Advisors
Alabama
$503K +$3.59K +11 +0.7%
RWMH
449
Riverpoint Wealth Management Holdings
Illinois
$503K +$653 +2 +0.1%
CFB
450
Cullen/Frost Bankers
Texas
$494K -$28.1K -86 -5%
16 17
18
19 20