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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
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 %
TFS
451
Thoroughbred Financial Services
Tennessee
$491K +$47.3K +145 +11%
WA
452
Wealth Alliance
New York
$484K +$9.8K +30 +2%
Cambridge Investment Research Advisors
453
Cambridge Investment Research Advisors
Iowa
$483K -$134K -411 -22%
SAM
454
Shell Asset Management
Netherlands
$478K -$82.9K -254 -15%
National Bank of Canada
455
National Bank of Canada
Quebec, Canada
$477K +$358K +1,097 +301%
BPA
456
Beacon Pointe Advisors
California
$473K +$97.9K +300 +26%
PAM
457
Panagora Asset Management
Massachusetts
$468K -$320K -981 -41%
GC
458
Globeflex Capital
California
$464K -$1.1M -3,368 -70%
FDP
459
Financiere des Professionnels
Quebec, Canada
$461K -$698K -2,139 -60%
SWR
460
Spahn Wealth & Retirement
Arizona
$457K +$457K +1,400 New
PWPS
461
Pinnacle Wealth Planning Services
Ohio
$450K +$450K +1,379 New
CF
462
Corebridge Financial
Texas
$448K -$18.6K -57 -4%
IIC
463
Ironwood Investment Counsel
Arizona
$447K -$29.4K -90 -6%
Legacy Financial Group (Iowa)
464
Legacy Financial Group (Iowa)
Iowa
$446K +$446K +1,366 New
SWM
465
SFG Wealth Management
Maryland
$442K +$4.57K +14 +1%
S
466
SignatureFD
Georgia
$441K +$13.4K +41 +3%
AWM
467
Axxcess Wealth Management
California
$436K -$8.49K -26 -2%
SWP
468
Sagespring Wealth Partners
Tennessee
$436K +$436K +1,334 New
PTC
469
Petrus Trust Company
Texas
$431K +$431K +1,319 New
Los Angeles Capital Management
470
Los Angeles Capital Management
California
$429K – – –
SIA
471
Summit Investment Advisors
Maryland
$427K +$427K +1,147 New
HWM
472
HB Wealth Management
Georgia
$426K +$108K +331 +34%
BPAMU
473
BTG Pactual Asset Management US
New York
$424K +$424K +1,300 New
NEI
474
Northwest & Ethical Investments
Ontario, Canada
$424K +$424K +1,300 New
ET
475
Entropy Technologies
New York
$422K +$422K +1,292 New
17 18
19
20 21