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LPL Financial
LPLA

Overview Fund Activity

644 hedge funds and large institutions have $19.2B invested in LPL Financial in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 238 increasing their positions, 206 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+30
Holders Change %
+4.89%
% of All Funds
9.34%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
100
Increased
238
Reduced
206
Closed
66
Calls
$106M
Puts
$24.1M
Net Calls
+$81.5M
Net Calls Change
+$51.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$466M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
3
HCM
HMI Capital Management
California
$98.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$836M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$292M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$422M
2
Millennium Management
Millennium Management
New York
$169M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$75M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$681M
5
LPC
Lone Pine Capital
Connecticut
$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
576
Heritage Wealth Advisors
Virginia
$23.3K – – –
AF
577
Advisornet Financial
Minnesota
$22.5K +$19.3K +73 +608%
IWP
578
IAG Wealth Partners
Wisconsin
$22K – – –
SAM
579
Smartleaf Asset Management
Massachusetts
$21.3K +$17.9K +68 +523%
WOC
580
West Oak Capital
California
$20K – – –
TIM
581
Tortoise Investment Management
New York
$19.8K +$19.8K +75 New
GXJ
582
Global X Japan
Japan
$17.7K -$2.38K -9 -12%
JWA
583
JFS Wealth Advisors
Pennsylvania
$17.2K – – –
BIA
584
Bell Investment Advisors
California
$14.5K – – –
WIA
585
Wetzel Investment Advisors
Indiana
$13.5K +$1.82K +7 +16%
PA
586
PSI Advisors
Florida
$13.2K – – –
PPC
587
Park Place Capital
Alabama
$12.7K – – –
PMFA
588
Plante Moran Financial Advisors
Michigan
$12.7K – – –
LI
589
LRI Investments
Florida
$11.9K +$11.9K +45 New
GWSA
590
Global Wealth Strategies & Associates
Colorado
$11.6K – – –
FIM
591
Fernwood Investment Management
Massachusetts
$9.78K +$9.78K +37 New
VNA
592
Valley National Advisers
Pennsylvania
$9K +$250 +1 +3%
JSAM
593
J. Safra Asset Management
New York
$8.19K +$8.19K +31 New
BGAI
594
Bruce G. Allen Investments
Colorado
$7.66K -$5.81K -22 -43%
CA
595
Crewe Advisors
Utah
$7.4K +$7.4K +28 New
FRA
596
Front Row Advisors
California
$7.13K +$7.13K +27 New
MAM
597
Meeder Asset Management
Ohio
$6.87K +$6.87K +26 New
CFO
598
CVA Family Office
Colorado
$6.61K – – –
FGAM
599
Financial Gravity Asset Management
Texas
$6.35K +$6.35K +24 New
W
600
WealthCollab
Washington
$6.34K – – –
22 23
24
25 26