LPLA icon

LPL Financial
LPLA

Overview Fund Activity

781 hedge funds and large institutions have $29.5B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 318 increasing their positions, 254 reducing their positions, and 103 closing their positions.

Holders
781
Holders Change
+7
Holders Change %
+0.9%
% of All Funds
10.49%
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
318
Reduced
254
Closed
103
Calls
$26.7M
Puts
$26.2M
Net Calls
+$576K
Net Calls Change
+$17M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.01B
2
Norges Bank
2
Norges Bank
Norway
$402M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$916M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.99B
5
Principal Financial Group
5
Principal Financial Group
Iowa
$599M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$920M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$7.69M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$124M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$444M
Name Market Value Shares Shares
Change 		Shares
Change %
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$293M 782,232 -47,867 -6%
AM
27
AGF Management
Ontario, Canada
$287M 765,024 +327,580 +75%
UBS AM
28
UBS AM
Illinois
$273M 729,209 +121,648 +20%
AllianceBernstein
29
AllianceBernstein
Tennessee
$263M 701,419 -57,787 -8%
TD Asset Management
30
TD Asset Management
Ontario, Canada
$245M 653,239 -28,646 -4%
TP
31
Third Point
New York
$234M 625,000 – –
Wells Fargo
32
Wells Fargo
California
$226M 602,020 +6,175 +1%
CCP
33
Clarkston Capital Partners
Michigan
$225M 598,782 -75,445 -11%
American Century Companies
34
American Century Companies
Missouri
$224M 597,071 +8,271 +1%
EIP
35
Epoch Investment Partners
New York
$217M 579,620 -5,946 -1%
EC
36
Eminence Capital
New York
$207M 551,592 +28,479 +5%
Invesco
37
Invesco
Georgia
$207M 551,579 +450,326 +445%
MG
38
Markel Group
Virginia
$204M 544,604 +5,500 +1%
Northern Trust
39
Northern Trust
Illinois
$196M 522,695 +5,333 +1%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$182M 485,462 +32,729 +7%
ACL
41
Azora Capital LP
Florida
$177M 472,352 +29,918 +7%
FCIM
42
Fairview Capital Investment Management
California
$167M 445,125 -24,833 -5%
FPA
43
First Pacific Advisors
California
$166M 443,503 -14,438 -3%
APG Asset Management
44
APG Asset Management
Netherlands
$162M 507,593 +250,333 +97%
SEI Investments
45
SEI Investments
Pennsylvania
$157M 419,290 +40,229 +11%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$155M 412,678 +28,196 +7%
Charles Schwab
47
Charles Schwab
California
$146M 388,129 +34,128 +10%
PCM
48
Palestra Capital Management
New York
$142M 379,934 -19,276 -5%
Artisan Partners
49
Artisan Partners
Wisconsin
$138M 367,426 -22,304 -6%
Macquarie Group
50
Macquarie Group
Australia
$129M 342,742 +45,612 +15%
1
2
3 4 5