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LPL Financial

717 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 224 increasing their positions, 267 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.02% less ownership

Funds ownership: 95.07%95.05% (-0.02%)

11% less call options, than puts

Call options by funds: $118M | Put options by funds: $132M

16% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 267

Holders
717
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$118M
Puts
$132M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$214M
27
$196M
28
$192M
29
$190M
30
$182M
31
$174M
32
$165M
33
$165M
34
$160M
35
$160M
36
$156M
37
$154M
38
$153M
39
$150M
40
$148M
41
$142M
42
$136M
43
$136M
44
$136M
45
$133M
46
$131M
47
$130M
48
$124M
49
$118M
50
$110M