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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
Lido Advisors
426
Lido Advisors
California
$614K -$232K -639 -26%
VT
427
Vise Technologies
New York
$611K -$103K -283 -13%
RPGK
428
Retirement Planning Group (Kansas)
Kansas
$605K +$660K +1,820 New
JG
429
Jain Global
New York
$595K -$1.09M -3,004 -63%
GWM
430
Gibbs Wealth Management
Georgia
$592K -$135K -372 -17%
CAM
431
Cresset Asset Management
Illinois
$583K -$13.4K -37 -2%
EA
432
Emerald Advisers
Pennsylvania
$581K -$92.1K -254 -13%
BFM
433
Boothbay Fund Management
New York
$577K +$629K +1,735 New
CFG
434
Compton Financial Group
Maryland
$576K +$627K +1,731 New
SFC
435
Strategic Financial Concepts
Texas
$576K +$627K +1,731 New
FC
436
Farringdon Capital
United Kingdom
$573K +$294K +811 +89%
YCM
437
Yousif Capital Management
Michigan
$568K -$35.2K -97 -5%
SWMG
438
Sanchez Wealth Management Group
Florida
$562K +$725 +2 +0.1%
PP
439
Prudential plc
United Kingdom
$559K -$2.04M -5,620 -77%
SPA
440
Sherbrooke Park Advisers
New York
$558K +$226K +624 +59%
MPW
441
Magnolia Private Wealth
Pennsylvania
$551K -$1.81K -5 -0.3%
BEI
442
Benjamin Edwards Inc
Missouri
$551K +$59.1K +163 +11%
QCG
443
Quadrant Capital Group
Ohio
$546K
DCM
444
DGS Capital Management
New Jersey
$526K +$15.6K +43 +3%
PW
445
Potentia Wealth
California
$525K +$362 +1 +0.1%
AFCM
446
Applied Finance Capital Management
Puerto Rico
$523K -$113K -312 -17%
PCM
447
Pennsylvania Capital Management
Pennsylvania
$523K
WA
448
Wealth Alliance
New York
$522K -$52.9K -146 -9%
SI
449
Stephens Inc
Arkansas
$522K -$45.7K -126 -7%
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$522K -$100K -277 -15%

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.