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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 %
MLL
501
Moody Lynn & Lieberson
Massachusetts
$453K +$2.63K +7 +0.6%
II
502
Impact Investors
California
$451K -$750 -2 -0.2%
BAM
503
Blueshift Asset Management
New Jersey
$451K +$451K +1,202 New
BJL
504
Brighton Jones LLC
Washington
$450K -$4.13K -11 -0.9%
BIM
505
Bridges Investment Management
Nebraska
$448K +$3.38K +9 +0.8%
SWM
506
SFG Wealth Management
Maryland
$445K -$19.5K -52 -4%
Axa
507
Axa
France
$442K +$52.9K +141 +14%
PAM
508
Panagora Asset Management
Massachusetts
$431K -$8.25K -22 -2%
RAM
509
Readystate Asset Management
Illinois
$431K +$431K +1,149 New
SIAS
510
Summit Investment Advisory Services
Minnesota
$430K +$430K +1,147 New
BBA
511
Baader Bank Aktiengesellschaft
Germany
$428K +$157K +421 +58%
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$426K +$426K +1,137 New
SIA
513
Summit Investment Advisors
Maryland
$424K – – –
CWM
514
Congress Wealth Management
Massachusetts
$420K +$420K +1,121 New
SFI
515
Siemens Fonds Invest
Germany
$420K +$97.9K +261 +30%
DO
516
denkapparat Operations
Germany
$419K -$18.7K -50 -4%
CMF
517
Counterpoint Mutual Funds
California
$417K +$417K +1,111 New
BAM
518
Bullseye Asset Management
Colorado
$415K -$4.17M -11,140 -91%
CI Investments Inc
519
CI Investments Inc
Ontario, Canada
$415K +$16.5K +44 +4%
TCA
520
Transcend Capital Advisors
New Jersey
$413K -$175K -467 -30%
RFO
521
RiverGlades Family Offices
Florida
$412K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
522
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$412K +$412K +1,100 New
GC
523
Gilbert & Cook
Iowa
$410K +$114K +303 +38%
LAM
524
Lifestyle Asset Management
Texas
$406K +$37.9K +101 +10%
SPA
525
Sherbrooke Park Advisers
New York
$395K +$395K +1,053 New
19 20
21
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