LPLA icon

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 %
KWM
551
Kingsview Wealth Management
Oregon
$242K +$242K +741 New
CAM
552
Cresset Asset Management
Illinois
$240K -$1.13M -3,446 -82%
IA
553
IFG Advisory
Georgia
$239K +$239K +733 New
IFWM
554
Institute for Wealth Management
Colorado
$233K +$233K +714 New
ODIJL
555
One Day In July LLC
Vermont
$229K +$229K +702 New
WF
556
WoodTrust Financial
Wisconsin
$229K +$229K +702 New
BBA
557
Baader Bank Aktiengesellschaft
Germany
$228K +$228K +697 New
LC
558
Lindbrook Capital
California
$227K +$7.51K +23 +3%
PI
559
PFG Investments
New York
$226K -$148K -452 -39%
JCM
560
Jacobi Capital Management
Pennsylvania
$226K +$226K +692 New
WIP
561
WealthCare Investment Partners
Rhode Island
$222K +$222K +677 New
SIM
562
Stratos Investment Management
Ohio
$220K +$220K +675 New
A
563
AlphaQuest
New York
$218K -$1.21M -3,720 -85%
GWMR
564
GC Wealth Management RIA
Massachusetts
$216K +$216K +663 New
DWM
565
Drive Wealth Management
Utah
$216K +$216K +662 New
SFS
566
Security Financial Services
Indiana
$215K +$215K +657 New
KWM
567
Kolinsky Wealth Management
New Jersey
$212K +$212K +650 New
NI
568
Natural Investments
California
$212K +$212K +651 New
GDP
569
Great Diamond Partners
Maine
$212K +$212K +649 New
NG
570
Norden Group
Utah
$209K +$209K +641 New
QFA
571
Quantum Financial Advisors
California
$208K +$208K +636 New
JSAM
572
J. Safra Asset Management
New York
$207K +$85.3K +261 +70%
BRWA
573
B. Riley Wealth Advisors
Florida
$205K +$205K +629 New
DILIC
574
Dai-ichi Life Insurance Company
Japan
$205K +$205K +629 New
HWM
575
Horizon Wealth Management
Illinois
$203K +$203K +621 New
21 22
23
24 25