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LPL Financial
LPLA

Overview Fund Activity

774 hedge funds and large institutions have $25.3B invested in LPL Financial in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 315 increasing their positions, 217 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+58
Holders Change %
+8.1%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.34%
New
129
Increased
315
Reduced
217
Closed
57
Calls
$81.4M
Puts
$97.9M
Net Calls
-$16.4M
Net Calls Change
-$2.32M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$477M
2
Dodge & Cox
Dodge & Cox
California
+$345M
3
Principal Financial Group
Principal Financial Group
Iowa
+$318M
4
Jennison Associates
Jennison Associates
New York
+$278M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$210M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$253M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
3
Boston Partners
Boston Partners
Massachusetts
-$128M
4
Citadel Advisors
Citadel Advisors
Florida
-$98M
5
MC
Maverick Capital
Texas
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCP
576
Fidelis Capital Partners
Florida
$250K +$37.4K +119 +18%
SAI
577
Systematic Alpha Investments
New Jersey
$249K – – –
FFA
578
Founders Financial Alliance
North Carolina
$246K +$246K +753 New
WA
579
Waddell & Associates
Tennessee
$244K – – –
CI
580
Cigna Investments
Connecticut
$244K – – –
BEI
581
Benjamin Edwards Inc
Missouri
$242K -$8.51K -26 -3%
CCA
582
Checchi Capital Advisers
California
$235K +$235K +718 New
BBA
583
Baader Bank Aktiengesellschaft
Germany
$235K +$8.44K +26 +4%
IFWM
584
Institute for Wealth Management
Colorado
$234K – – –
OFS
585
OneAscent Financial Services
Alabama
$233K -$32.1K -96 -12%
WF
586
WoodTrust Financial
Wisconsin
$230K – – –
ODIJL
587
One Day In July LLC
Vermont
$230K – – –
ASN
588
Advisory Services Network
Georgia
$227K -$329K -1,007 -59%
BCPE
589
Bain Capital Public Equity
Massachusetts
$226K +$226K +692 New
JCM
590
Jacobi Capital Management
Pennsylvania
$226K – – –
WA
591
WP Advisors
California
$223K +$223K +681 New
SIM
592
Stratos Investment Management
Ohio
$221K – – –
HWM
593
Horizon Wealth Management
Illinois
$221K +$17.7K +54 +9%
PI
594
PFG Investments
New York
$219K -$7.53K -23 -3%
A
595
AlphaQuest
New York
$218K – – –
SFS
596
Security Financial Services
Indiana
$216K +$654 +2 +0.3%
Fifth Third Bancorp
597
Fifth Third Bancorp
Ohio
$215K +$201K +614 +1,395%
FTWA
598
Fifth Third Wealth Advisors
Ohio
$214K +$214K +654 New
NG
599
Norden Group
Utah
$214K +$3.93K +12 +2%
NI
600
Natural Investments
California
$211K -$1.3K -4 -0.6%
22 23
24
25 26