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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 %
TP
576
Tranquility Partners
Tennessee
$270K +$270K +721 New
BFG
577
Berger Financial Group
Minnesota
$269K -$25.1K -67 -9%
UFF
578
USA Financial Formulas
Michigan
$268K +$268K +716 New
IFWM
579
Institute for Wealth Management
Colorado
$268K – – –
VCM
580
Voleon Capital Management
California
$265K -$4.63M -12,348 -95%
ODIJL
581
One Day In July LLC
Vermont
$263K – – –
WF
582
WoodTrust Financial
Wisconsin
$263K – – –
PW
583
PUREfi Wealth
Massachusetts
$262K +$27.4K +73 +12%
WIP
584
WealthCare Investment Partners
Rhode Island
$260K +$260K +678 New
Koshinski Asset Management
585
Koshinski Asset Management
Illinois
$260K -$44.2K -118 -15%
OFS
586
OneAscent Financial Services
Alabama
$260K – – –
NI
587
Natural Investments
California
$260K +$18K +48 +7%
SF
588
Summit Financial
New Jersey
$258K +$258K +688 New
SIM
589
Stratos Investment Management
Ohio
$257K +$4.13K +11 +2%
BTW
590
Boston Trust Walden
Massachusetts
$255K +$255K +680 New
FAIM
591
Financial Advocates Investment Management
Washington
$252K -$76.4K -204 -23%
CCA
592
Checchi Capital Advisers
California
$251K -$18.4K -49 -7%
A
593
AlphaQuest
New York
$250K +$375 +1 +0.1%
GPW
594
Genesis Private Wealth
Virginia
$250K +$250K +667 New
CGH
595
Crossmark Global Holdings
Texas
$250K -$4.04M -10,771 -94%
JCM
596
Jacobi Capital Management
Pennsylvania
$249K -$10.5K -28 -4%
SCM
597
Stevens Capital Management
Pennsylvania
$247K -$124K -331 -33%
GM
598
GeoWealth Management
Illinois
$246K +$16.1K +43 +7%
HWM
599
Horizon Wealth Management
Illinois
$246K -$7.5K -20 -3%
MGWM
600
Marks Group Wealth Management
Minnesota
$244K +$244K +651 New
22 23
24
25 26