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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 %
Wolverine Trading
526
Wolverine Trading
Illinois
$287K +$287K +877 New
VSQM
527
V-Square Quantitative Management
Illinois
$286K +$2.29K +7 +0.8%
VIM
528
Vinva Investment Management
Australia
$283K -$756K -2,313 -73%
QC
529
Quent Capital
New York
$283K +$326 +1 +0.1%
TFGT
530
TS Financial Group (TSFG)
Illinois
$282K +$326 +1 +0.1%
DWT
531
Dorsey & Whitney Trust
South Dakota
$280K +$280K +857 New
PWM
532
Perigon Wealth Management
California
$277K +$277K +801 New
AWA
533
Arkadios Wealth Advisors
Georgia
$277K +$277K +847 New
FAIM
534
Financial Advocates Investment Management
Washington
$272K -$15.7K -48 -5%
SFI
535
Siemens Fonds Invest
Germany
$271K +$271K +829 New
BFG
536
Berger Financial Group
Minnesota
$265K -$20.9K -64 -7%
IB
537
Intrust Bank
Kansas
$263K +$263K +804 New
CRC
538
Curi RMB Capital
Illinois
$261K +$261K +801 New
VF
539
Virtu Financial
New York
$260K +$260K +798 New
ZIC
540
ZWJ Investment Counsel
Georgia
$260K +$260K +796 New
OFS
541
OneAscent Financial Services
Alabama
$259K -$73.9K -226 -22%
GM
542
GeoWealth Management
Illinois
$253K -$66.6K -204 -21%
PIA
543
Perennial Investment Advisors
California
$253K +$253K +773 New
BEI
544
Benjamin Edwards Inc
Missouri
$250K +$250K +765 New
PWP
545
Pursue Wealth Partners
California
$248K +$248K +760 New
SAI
546
Systematic Alpha Investments
New Jersey
$248K +$248K +760 New
FCB
547
First County Bank
Connecticut
$247K -$104K -318 -30%
FCP
548
Fidelis Capital Partners
Florida
$246K +$246K +676 New
CI
549
Cigna Investments
Connecticut
$244K +$244K +746 New
WA
550
Waddell & Associates
Tennessee
$244K +$244K +746 New
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