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LPL Financial
LPLA

Overview Fund Activity

787 hedge funds and large institutions have $29.7B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 322 increasing their positions, 256 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+13
Holders Change %
+1.68%
% of All Funds
10.55%
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
322
Reduced
256
Closed
103
Calls
$44.1M
Puts
$36.7M
Net Calls
+$7.44M
Net Calls Change
+$23.9M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$442M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
4
Principal Financial Group
Principal Financial Group
Iowa
+$209M
5
Invesco
Invesco
Georgia
+$169M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$267M
2
Marshall Wace
Marshall Wace
United Kingdom
-$246M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$123M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$108M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$293M -$17.9M -47,867 -6%
AM
27
AGF Management
Ontario, Canada
$287M +$123M +327,580 +75%
UBS AM
28
UBS AM
Illinois
$273M +$45.6M +121,648 +20%
AllianceBernstein
29
AllianceBernstein
Tennessee
$263M -$21.7M -57,787 -8%
TD Asset Management
30
TD Asset Management
Ontario, Canada
$245M -$10.7M -28,646 -4%
TP
31
Third Point
New York
$234M – – –
Wells Fargo
32
Wells Fargo
California
$226M +$2.32M +6,175 +1%
CCP
33
Clarkston Capital Partners
Michigan
$225M -$28.3M -75,445 -11%
American Century Companies
34
American Century Companies
Missouri
$224M +$3.1M +8,271 +1%
EIP
35
Epoch Investment Partners
New York
$217M -$2.23M -5,946 -1%
EC
36
Eminence Capital
New York
$207M +$10.7M +28,479 +5%
Invesco
37
Invesco
Georgia
$207M +$169M +450,326 +445%
MG
38
Markel Group
Virginia
$204M +$2.06M +5,500 +1%
Northern Trust
39
Northern Trust
Illinois
$196M +$2M +5,333 +1%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$182M +$12.3M +32,729 +7%
ACL
41
Azora Capital LP
Florida
$177M +$11.2M +29,918 +7%
FCIM
42
Fairview Capital Investment Management
California
$167M -$9.31M -24,833 -5%
FPA
43
First Pacific Advisors
California
$166M -$5.41M -14,438 -3%
APG Asset Management
44
APG Asset Management
Netherlands
$162M +$80M +250,333 +97%
SEI Investments
45
SEI Investments
Pennsylvania
$157M +$15.1M +40,229 +11%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$155M +$10.6M +28,196 +7%
Charles Schwab
47
Charles Schwab
California
$146M +$12.8M +34,128 +10%
PCM
48
Palestra Capital Management
New York
$142M -$7.23M -19,276 -5%
Artisan Partners
49
Artisan Partners
Wisconsin
$138M -$8.36M -22,304 -6%
SCA
50
Southpoint Capital Advisors
New York
$137M -$13.1M -35,000 -9%
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