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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 %
CA
451
CoreCap Advisors
Michigan
$671K +$607K +1,619 +958%
WA
452
Wealth Alliance
New York
$643K +$22.9K +61 +4%
CCM
453
Coldstream Capital Management
Washington
$636K -$1.5K -4 -0.2%
AO
454
Advisor OS
Illinois
$636K -$30.8K -82 -5%
SI
455
Stephens Inc
Arkansas
$636K -$211K -562 -25%
VWM
456
Venturi Wealth Management
Texas
$635K -$152K -406 -19%
SWMG
457
Sanchez Wealth Management Group
Florida
$633K +$375 +1 +0.1%
SFA
458
Sequoia Financial Advisors
Ohio
$627K +$128K +341 +26%
MPW
459
Magnolia Private Wealth
Pennsylvania
$623K +$12.4K +33 +2%
AWM
460
Apollon Wealth Management
South Carolina
$622K +$147K +391 +31%
ONB
461
Old National Bancorp
Indiana
$621K +$87K +232 +16%
WPC
462
Wedmont Private Capital
Pennsylvania
$619K +$7.24K +19 +1%
QCG
463
Quadrant Capital Group
Ohio
$615K -$13.9K -37 -2%
QCM
464
Qsemble Capital Management
New York
$609K +$609K +1,624 New
SC
465
SummitTX Capital
Texas
$602K -$1.88M -5,008 -76%
AWA
466
Arkadios Wealth Advisors
Georgia
$601K +$231K +615 +62%
CM
467
Capula Management
Cayman Islands
$600K +$600K +1,600 New
MA
468
MONECO Advisors
Connecticut
$594K -$99.8K -266 -14%
PW
469
Potentia Wealth
California
$592K – – –
PCM
470
Pennsylvania Capital Management
Pennsylvania
$589K – – –
WEG
471
World Equity Group
Illinois
$582K +$271K +723 +87%
Bank Julius Baer & Co
472
Bank Julius Baer & Co
Switzerland
$581K +$581K +1,550 New
RWMH
473
Riverpoint Wealth Management Holdings
Illinois
$579K +$375 +1 +0.1%
OIS
474
Okabena Investment Services
Minnesota
$575K -$77.6K -207 -12%
BEI
475
Benjamin Edwards Inc
Missouri
$560K +$283K +755 +102%
17 18
19
20 21