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.

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 %
EBA
576
Eagle Bay Advisors
New York
$200K -$23.8K -73 -11%
LS
577
Livforsakringsbolaget Skandia
Sweden
$196K – – –
AssetMark Inc
578
AssetMark Inc
California
$189K -$30.4K -93 -14%
FA
579
Fedenia Advisers
Wisconsin
$187K +$187K +572 New
UCB
580
United Community Bank
South Carolina
$186K -$3.27K -10 -2%
CPBTD
581
Central Pacific Bank - Trust Division
Hawaii
$184K +$104K +318 +129%
MAM
582
Meeder Asset Management
Ohio
$183K -$1.31K -4 -0.7%
WA
583
WPG Advisers
Maryland
$182K +$182K +557 New
WA
584
Whipplewood Advisors
Colorado
$167K +$167K +512 New
AF
585
Allworth Financial
California
$165K -$33.9K -95 -17%
CT
586
Colonial Trust
South Carolina
$165K +$9.46K +29 +6%
GSWM
587
Golden State Wealth Management
California
$163K +$163K +500 New
ECM
588
Elgethun Capital Management
South Dakota
$161K – – –
WSFS
589
Wilmington Savings Fund Society
Delaware
$152K -$104K -319 -41%
QCG
590
Quadrant Capital Group
Ohio
$145K +$327 +1 +0.2%
FHA
591
First Horizon Advisors
Tennessee
$141K +$15.3K +47 +12%
FFA
592
Farther Finance Advisors
California
$141K +$6.86K +21 +5%
GCM
593
Gables Capital Management
Florida
$131K – – –
SAM
594
Smartleaf Asset Management
Massachusetts
$126K +$8.5K +26 +7%
N
595
Natixis
France
$121K +$121K +371 New
MFS
596
Mattson Financial Services
Michigan
$120K -$250K -1,074 -68%
CTC
597
Central Trust Company
Missouri
$117K -$3.27K -10 -3%
GI
598
GAMMA Investing
California
$117K +$48.7K +149 +72%
PCM
599
Penserra Capital Management
California
$111K -$3.59K -11 -3%
PD
600
Point72 (DIFC)
United Arab Emirates
$108K +$108K +332 New
22 23
24
25 26