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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 %
PI
476
Pettee Investors
Connecticut
$559K +$559K +1,490 New
YC
477
Yarbrough Capital
Tennessee
$555K -$705K -1,880 -56%
DZ Bank
478
DZ Bank
Germany
$552K -$672K -1,792 -55%
AssetMark Inc
479
AssetMark Inc
California
$549K +$89.2K +238 +19%
TWM
480
Thrive Wealth Management
Pennsylvania
$547K +$21K +56 +4%
BPA
481
Beacon Pointe Advisors
California
$544K +$375 +1 +0.1%
S
482
SignatureFD
Georgia
$540K -$42K -112 -7%
GC
483
Globeflex Capital
California
$532K – – –
SWP
484
Sagespring Wealth Partners
Tennessee
$530K +$28.5K +76 +6%
SRL
485
Scientech Research LLC
New Jersey
$530K +$530K +1,413 New
UM
486
UniSuper Management
Australia
$525K -$75K -200 -13%
PWPS
487
Pinnacle Wealth Planning Services
Ohio
$525K +$1.5K +4 +0.3%
WIA
488
World Investment Advisors
California
$525K +$525K +1,400 New
Legacy Financial Group (Iowa)
489
Legacy Financial Group (Iowa)
Iowa
$518K +$5.63K +15 +1%
BTI
490
Blue Trust Inc
Georgia
$516K +$89.2K +238 +21%
GLA
491
Good Life Advisors
Pennsylvania
$514K +$143K +382 +39%
JSAM
492
J. Safra Asset Management
New York
$478K +$84.3K +231 +21%
SOW
493
State of Wyoming
Wyoming
$474K +$474K +1,263 New
CG
494
Cynosure Group
Utah
$471K +$94.5K +252 +25%
KeyBank National Association
495
KeyBank National Association
Ohio
$469K +$114K +303 +32%
RS
496
R Squared
Hong Kong
$464K +$231K +617 +100%
EWA
497
EverSource Wealth Advisors
Alabama
$462K -$142K -380 -24%
PFA
498
Peak Financial Advisors
Colorado
$462K +$462K +1,232 New
IAS
499
Insigneo Advisory Services
Florida
$461K +$14.2K +38 +3%
CTC
500
Cetera Trust Company
Minnesota
$454K +$20.6K +55 +5%
18 19
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