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LPL Financial
LPLA

Overview Fund Activity

716 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, 266 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+81
Holders Change %
+12.76%
% of All Funds
9.53%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
149
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$1.28B
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$253M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$996M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$154M
5
Dodge & Cox
5
Dodge & Cox
California
$153M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
476
Sequoia Financial Advisors
Ohio
$406K +$97.3K +298 +32%
DCM
477
DGS Capital Management
New Jersey
$405K -$16K -49 -4%
TWM
478
Thrive Wealth Management
Pennsylvania
$404K -$9.8K -30 -2%
CA
479
Clearstead Advisors
Ohio
$396K -$111K -340 -22%
II
480
Impact Investors
California
$393K +$393K +1,205 New
UCFA
481
United Capital Financial Advisors
Texas
$393K +$10.1K +31 +3%
MLL
482
Moody Lynn & Lieberson
Massachusetts
$392K – – –
BIM
483
Bridges Investment Management
Nebraska
$387K – – –
EA
484
Emerald Advisers
Pennsylvania
$385K -$172K -526 -31%
Mirae Asset Global ETFs Holdings
485
Mirae Asset Global ETFs Holdings
Hong Kong
$385K -$2.61K -8 -0.7%
AIC
486
Archer Investment Corporation
Indiana
$382K – – –
CTC
487
Cetera Trust Company
Minnesota
$377K -$1.63K -5 -0.4%
MFG
488
Merit Financial Group
Georgia
$370K +$16.3K +50 +5%
Axa
489
Axa
France
$369K -$71.8K -220 -16%
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$366K -$45.7K -140 -11%
CCM
491
Coldstream Capital Management
Washington
$363K -$22.9K -70 -6%
CNB
492
Camden National Bank
Maine
$360K +$360K +1,104 New
SOMRS
493
State of Michigan Retirement System
Michigan
$359K -$98K -300 -21%
RFO
494
RiverGlades Family Offices
Florida
$359K – – –
ProShare Advisors
495
ProShare Advisors
Maryland
$359K +$32K +98 +10%
1C
496
111 Capital
France
$358K +$358K +1,096 New
TSWM
497
Tyler-Stone Wealth Management
Ohio
$351K +$12.4K +38 +4%
CIA
498
Concurrent Investment Advisors
Florida
$348K +$327 +1 +0.1%
MWA
499
MFA Wealth Advisors
Pennsylvania
$343K -$31.3K -96 -8%
PS
500
Principal Securities
Iowa
$343K +$31K +95 +10%
18 19
20
21 22