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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 %
DWM
601
Drive Wealth Management
Utah
$244K +$4.5K +12 +2%
WA
602
WP Advisors
California
$241K -$14.6K -39 -6%
QFA
603
Quantum Financial Advisors
California
$238K – – –
KPWS
604
Kestra Private Wealth Services
Texas
$235K -$97.9K -261 -29%
RAG
605
RIA Advisory Group
Iowa
$235K +$235K +626 New
SC
606
Syon Capital
California
$234K +$234K +625 New
MCWA
607
Meadow Creek Wealth Advisors
Georgia
$234K +$234K +625 New
EBA
608
Eagle Bay Advisors
New York
$233K -$750 -2 -0.3%
GI
609
GAMMA Investing
California
$233K +$54.4K +145 +30%
TRCT
610
Tower Research Capital (TRC)
New York
$232K -$1.31M -3,489 -85%
LS
611
Livforsakringsbolaget Skandia
Sweden
$225K – – –
RCAG
612
Rehmann Capital Advisory Group
Michigan
$224K +$224K +598 New
LI
613
LRI Investments
Florida
$224K +$7.87K +21 +4%
AAIS
614
ABN AMRO Investment Solutions
$224K +$224K +597 New
GWMR
615
GC Wealth Management RIA
Massachusetts
$223K +$223K +595 New
GA
616
Goldstein Advisors
Wisconsin
$222K +$222K +593 New
PCS
617
Personal CFO Solutions
New Jersey
$222K +$222K +593 New
ASN
618
Advisory Services Network
Georgia
$222K -$53K -134 -19%
EHC
619
Everett Harris & Co
California
$222K +$222K +591 New
LBWM
620
Left Brain Wealth Management
Illinois
$222K +$222K +591 New
KWM
621
Kingsview Wealth Management
Oregon
$219K +$219K +583 New
Nomura Holdings
622
Nomura Holdings
Japan
$218K +$218K +582 New
SFS
623
Security Financial Services
Indiana
$218K -$29.2K -78 -12%
WP
624
WealthPLAN Partners
Nebraska
$217K +$217K +578 New
CT
625
Colonial Trust
South Carolina
$216K +$7.5K +20 +4%
23 24
25
26 27