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LPL Financial
LPLA
LPLA
757 hedge funds and large institutions have $26.1B invested in LPL Financial in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.
New
Increased
Maintained
Reduced
Closed
37% more call options, than puts
Call options by funds: $74.1M | Put options by funds: $54.2M
2% more repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 270
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
1.1% less ownership
Funds ownership: 99.37% → 98.27% (-1.1%)
5% less funds holding
Funds holding: 800 → 757 (-43)
12% less capital invested
Capital invested by funds: $29.7B → $26.1B (-$3.62B)
28% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 112
Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
