LPLA icon

LPL Financial

530 hedge funds and large institutions have $15.1B invested in LPL Financial in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 189 increasing their positions, 175 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

8% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 175

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

70% less call options, than puts

Call options by funds: $27.8M | Put options by funds: $93.7M

Holders
530
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.8M
Puts
$93.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
451
$106K
452
$105K
453
$83.8K
454
$79K
455
$75K
456
$74K
457
$74K
458
$72K
459
$71K
460
$69K
461
$68K
462
$55K
463
$54K
464
$53K
465
$51K
466
$49K
467
$46.6K
468
$38K
469
$35K
470
$34K
471
$34K
472
$33K
473
$33K
474
$33K
475
$32K