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LPL Financial
LPLA

Overview Fund Activity

774 hedge funds and large institutions have $25.3B invested in LPL Financial in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 315 increasing their positions, 217 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+58
Holders Change %
+8.1%
% of All Funds
10.52%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.34%
New
129
Increased
315
Reduced
217
Closed
57
Calls
$81.4M
Puts
$97.9M
Net Calls
-$16.4M
Net Calls Change
-$2.32M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$477M
2
Dodge & Cox
Dodge & Cox
California
$498M
3
Principal Financial Group
Principal Financial Group
Iowa
$340M
4
Jennison Associates
Jennison Associates
New York
$314M
5
AllianceBernstein
AllianceBernstein
Tennessee
$248M

Top Sellers

1
Millennium Management
Millennium Management
New York
$41.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$560K
3
Boston Partners
Boston Partners
Massachusetts
$1.15B
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
MC
Maverick Capital
Texas
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$248M +$210M +642,503 +551%
TD Asset Management
27
TD Asset Management
Ontario, Canada
$223M -$52.1M -159,334 -19%
Marshall Wace
28
Marshall Wace
United Kingdom
$222M +$56.6M +173,060 +34%
CCP
29
Clarkston Capital Partners
Michigan
$221M -$64.8M -198,056 -23%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$215M +$166M +507,923 +337%
TP
31
Third Point
New York
$204M -$9.81M -30,000 -5%
UBS AM
32
UBS AM
Illinois
$199M +$8.48M +25,916 +4%
Wells Fargo
33
Wells Fargo
California
$195M +$29.9M +91,257 +18%
American Century Companies
34
American Century Companies
Missouri
$193M +$32.5M +99,220 +20%
EIP
35
Epoch Investment Partners
New York
$192M -$45.8M -140,006 -19%
MG
36
Markel Group
Virginia
$176M +$2.19M +6,700 +1%
EC
37
Eminence Capital
New York
$171M -$11.6M -35,534 -6%
Northern Trust
38
Northern Trust
Illinois
$169M +$8.58M +26,217 +5%
FCIM
39
Fairview Capital Investment Management
California
$154M -$2.63M -8,044 -2%
TIM
40
Thornburg Investment Management
New Mexico
$150M -$15.3M -4,681 -9%
FPA
41
First Pacific Advisors
California
$150M -$114K -348 -0.1%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$148M +$16K +49 +0%
ACL
43
Azora Capital LP
Florida
$145M +$8.59M +26,249 +6%
AM
44
AGF Management
Ontario, Canada
$143M +$781K +2,388 +0.5%
SCA
45
Southpoint Capital Advisors
New York
$131M -$65.4M -200,000 -33%
PCM
46
Palestra Capital Management
New York
$131M +$23.2M +70,924 +22%
JCM
47
Junto Capital Management
New York
$130M -$2.82M -8,624 -2%
Artisan Partners
48
Artisan Partners
Wisconsin
$127M -$9.21M -28,143 -7%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$126M +$16.5M +50,558 +15%
SEI Investments
50
SEI Investments
Pennsylvania
$124M +$86.1M +263,329 +228%
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