LPLA icon

LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
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 %
VT
501
Vise Technologies
New York
$342K +$342K +1,047 New
PWG
502
Portside Wealth Group
Utah
$341K +$35.9K +110 +12%
MYAM
503
Meiji Yasuda Asset Management
Japan
$340K – – –
AC
504
ASB Consultores
Florida
$340K +$58.8K +180 +21%
SI
505
Stephens Inc
Arkansas
$339K -$5.22K -16 -2%
NWAG
506
Net Worth Advisory Group
Utah
$337K +$1.31K +4 +0.4%
MC
507
MIG Capital
California
$335K +$335K +1,026 New
MGP
508
Metis Global Partners
California
$331K +$22.9K +70 +7%
OWA
509
One Wealth Advisors
California
$331K +$331K +1,015 New
FFM
510
Forum Financial Management
Illinois
$330K +$327 +1 +0.1%
DO
511
denkapparat Operations
Germany
$328K +$328K +1,006 New
CBUSF
512
Construction & Building Unions Superannuation Fund
Australia
$327K +$327K +1,000 New
DBG
513
De Burlo Group
Massachusetts
$327K +$327K +1,000 New
TSS
514
Two Sigma Securities
New York
$324K -$369K -1,129 -53%
EWA
515
EP Wealth Advisors
California
$323K -$59.8K -183 -16%
DWM
516
Dakota Wealth Management
Florida
$322K +$322K +986 New
AWM
517
Apollon Wealth Management
South Carolina
$317K +$20.6K +63 +7%
HKIMG
518
Hutchens & Kramer Investment Management Group
Indiana
$313K +$16.7K +51 +6%
LI
519
LRI Investments
Florida
$301K -$66.3K -203 -18%
MG
520
Mather Group
Illinois
$299K +$11.8K +36 +4%
GLA
521
Good Life Advisors
Pennsylvania
$298K +$298K +913 New
CI Investments Inc
522
CI Investments Inc
Ontario, Canada
$295K +$92.2K +283 +45%
Pzena Investment Management
523
Pzena Investment Management
New York
$294K -$93.7K -287 -24%
LAM
524
Lifestyle Asset Management
Texas
$293K +$293K +898 New
CG
525
Cynosure Group
Utah
$289K -$274K -839 -49%
19 20
21
22 23