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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 %
CRC
551
Curi RMB Capital
Illinois
$322K +$322K +858 New
RBI
552
Raiffeisen Bank International
Austria
$319K -$27.8K -77 -8%
N
553
Natixis
France
$316K +$135K +361 +75%
BMCM
554
Bryn Mawr Capital Management
Pennsylvania
$316K +$316K +844 New
DWT
555
Dorsey & Whitney Trust
South Dakota
$316K – – –
QC
556
Quent Capital
New York
$316K -$8.63K -23 -3%
Vontobel Holding
557
Vontobel Holding
Switzerland
$316K -$407K -1,086 -56%
NWAG
558
Net Worth Advisory Group
Utah
$312K -$195K -520 -38%
HKIMG
559
Hutchens & Kramer Investment Management Group
Indiana
$311K -$46.6K -125 -13%
IA
560
IFG Advisory
Georgia
$304K -$1.13K -3 -0.4%
PIA
561
Perennial Investment Advisors
California
$302K +$11.6K +31 +4%
CAS
562
CTC Alternative Strategies
Illinois
$300K +$300K +800 New
ZIC
563
ZWJ Investment Counsel
Georgia
$299K +$750 +2 +0.3%
CI
564
Cigna Investments
Connecticut
$295K +$15K +40 +5%
WANY
565
Wealthspire Advisors (New York)
New York
$294K -$2.25K -6 -0.8%
AIC
566
Archer Investment Corporation
Indiana
$292K -$146K -390 -33%
GRP
567
Global Retirement Partners
California
$289K +$289K +770 New
PJWM
568
Philip James Wealth Mangement
Georgia
$288K -$1.13K -3 -0.4%
SAI
569
Systematic Alpha Investments
New Jersey
$285K – – –
IB
570
Intrust Bank
Kansas
$280K -$11.6K -31 -4%
IC
571
IEQ Capital
California
$280K -$1.12M -2,980 -80%
WA
572
Waddell & Associates
Tennessee
$280K – – –
Jones Financial Companies
573
Jones Financial Companies
Missouri
$275K +$166K +456 +153%
BTWM
574
Baker Tilly Wealth Management
Wisconsin
$274K +$274K +730 New
Walleye Capital
575
Walleye Capital
New York
$273K -$4.96M -13,216 -95%
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