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LPL Financial

757 hedge funds and large institutions have $26.1B invested in LPL Financial in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $54.2M

2% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 270

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.1% less ownership

Funds ownership: 99.37%98.27% (-1.1%)

5% less funds holding

Funds holding: 800757 (-43)

12% less capital invested

Capital invested by funds: $29.7B → $26.1B (-$3.62B)

28% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 112

Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
526
Spirepoint Private Client
Florida
$283K +$308K +851 New
QC
527
Quent Capital
New York
$281K +$362 +1 +0.1%
Vontobel Holding
528
Vontobel Holding
Switzerland
$280K
DWT
529
Dorsey & Whitney Trust
South Dakota
$280K
PWP
530
Perfromance Wealth Partners
Illinois
$279K +$304K +839 New
HNB
531
Huntington National Bank
Ohio
$273K +$99.7K +275 +50%
IA
532
IFG Advisory
Georgia
$270K
GSC
533
Ground Swell Capital
South Carolina
$269K +$293K +809 New
ZIC
534
ZWJ Investment Counsel
Georgia
$269K +$3.63K +10 +1%
IWC
535
Integrated Wealth Concepts
Massachusetts
$268K -$744K -2,052 -72%
NWAG
536
Net Worth Advisory Group
Utah
$268K -$10.1K -28 -3%
PIA
537
Perennial Investment Advisors
California
$267K -$725 -2 -0.2%
CI
538
Cigna Investments
Connecticut
$261K
FFA
539
Founders Financial Alliance
North Carolina
$260K +$284K +783 New
TP
540
Tranquility Partners
Tennessee
$260K +$21.7K +60 +8%
TCBWMS
541
Texas Capital Bank Wealth Management Services
Texas
$260K +$283K +781 New
WEG
542
World Equity Group
Illinois
$259K -$280K -772 -50%
AIC
543
Archer Investment Corporation
Indiana
$259K
MCC
544
Malaga Cove Capital
California
$258K +$281K +775 New
SAI
545
Systematic Alpha Investments
New Jersey
$253K
FRA
546
Frank Rimerman Advisors
California
$251K +$273K +754 New
IB
547
Intrust Bank
Kansas
$249K
WA
548
Waddell & Associates
Tennessee
$248K
MGWM
549
Marks Group Wealth Management
Minnesota
$245K +$31.2K +86 +13%
YIH
550
Y-Intercept (HK)
Hong Kong
$245K -$1.7M -4,689 -86%

LPLA Hedge Fund Activity: Q3 2025 in Review

757 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2025, worth a combined $26.1B — down 12% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LPLA and 81 opened new positions — a net loss of 31 holders — while 270 trimmed existing stakes and 276 added.

The largest buyer was Capital World Investors, adding an estimated $947M. The largest seller was Fidelity Investments, cutting an estimated $483M.

  • 757 institutional investors held LPL Financial (LPLA) as of Q3 2025, down from 800 in Q2 2025.
  • Funds reported $26.1B of LPL Financial stock for Q3 2025, down 12% quarter-over-quarter.
  • 81 funds opened new LPL Financial positions in Q3 2025 and 112 closed out, a net change of -31 holders.
  • The largest LPL Financial buyer in Q3 2025 was Capital World Investors, an estimated $947M added.
  • The largest LPL Financial seller in Q3 2025 was Fidelity Investments, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2025.