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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 %
BP
526
Ballentine Partners
Massachusetts
$389K +$389K +1,038 New
FFM
527
Forum Financial Management
Illinois
$381K +$1.5K +4 +0.4%
DBG
528
De Burlo Group
Massachusetts
$375K – – –
CIA
529
Concurrent Investment Advisors
Florida
$368K +$6.37K +17 +2%
PWM
530
Perigon Wealth Management
California
$367K +$68.6K +183 +23%
EAM
531
Erste Asset Management
Austria
$365K +$365K +1,000 New
MWA
532
MFA Wealth Advisors
Pennsylvania
$363K – – –
IA
533
IFP Advisors
Florida
$363K +$248K +490 +214%
VSQM
534
V-Square Quantitative Management
Illinois
$363K +$4.5K +12 +1%
CNB
535
Camden National Bank
Maine
$363K +$10.9K +29 +3%
MGP
536
Metis Global Partners
California
$360K -$132K -353 -27%
PWG
537
Portside Wealth Group
Utah
$355K -$61.9K -165 -15%
OWA
538
One Wealth Advisors
California
$352K +$9K +24 +3%
DWM
539
Dakota Wealth Management
Florida
$351K -$1.13K -3 -0.3%
EWA
540
EP Wealth Advisors
California
$351K -$25.9K -69 -7%
BRWA
541
B. Riley Wealth Advisors
Florida
$347K +$347K +924 New
TSWM
542
Tyler-Stone Wealth Management
Ohio
$344K +$15.4K +41 +5%
MG
543
Mather Group
Illinois
$343K -$1.13K -3 -0.3%
FC
544
Farringdon Capital
United Kingdom
$342K +$342K +911 New
FCP
545
Fidelis Capital Partners
Florida
$340K +$38.6K +102 +13%
EI
546
Ellevest Inc
New York
$340K +$340K +906 New
PTC
547
Petrus Trust Company
Texas
$338K -$439K -1,170 -56%
BOTPPF
548
Board of the Pension Protection Fund
United Kingdom
$337K +$337K +900 New
JFG
549
Jefferies Financial Group
New York
$330K -$420K -1,119 -56%
TFGT
550
TS Financial Group (TSFG)
Illinois
$324K +$375 +1 +0.1%
20 21
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