LPL Financial
LPLA
786 hedge funds and large institutions have $25.7B invested in LPL Financial in 2025 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 322 increasing their positions, 222 reducing their positions, and 57 closing their positions.
125% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 57
45% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 222
9.38% more ownership
Funds ownership: 95.18% → 104.56% (+9.4%)
9% more capital invested
Capital invested by funds: $23.5B → $25.7B (+$2.16B)
9% more funds holding
Funds holding: 724 → 786 (+62)
11% less funds holding in top 10
Funds holding in top 10: 28 → 25 (-3)
17% less call options, than puts
Call options by funds: $81.4M | Put options by funds: $97.9M
Top Buyers
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$508M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$367M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$338M |
| 4 |
Jennison Associates
New York
|
+$296M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$224M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$269M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$164M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$136M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$105M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
-$93M |
LPLA Hedge Fund Activity: Q1 2025 in Review
786 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q1 2025, worth a combined $25.7B — up 9.2% from $23.5B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new LPLA positions and 57 closed out — a net gain of 71 holders — while 322 added to existing stakes and 222 trimmed.
The largest buyer was Winslow Capital Management, opening a new position worth an estimated $508M. The largest seller was Millennium Management, cutting an estimated $269M.
- 786 institutional investors held LPL Financial (LPLA) as of Q1 2025, up from 724 in Q4 2024.
- Funds reported $25.7B of LPL Financial stock for Q1 2025, up 9.2% quarter-over-quarter.
- 128 funds opened new LPL Financial positions in Q1 2025 and 57 closed out, a net change of +71 holders.
- The largest LPL Financial buyer in Q1 2025 was Winslow Capital Management, an estimated $508M added.
- The largest LPL Financial seller in Q1 2025 was Millennium Management, an estimated $269M sold.
Based on aggregated 13F filings for Q1 2025.