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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
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

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 Market Value Shares Shares
Change 		Shares
Change %
AWM
601
Ameliora Wealth Management
Switzerland
$108K 330 +330 New
AT
602
Arlington Trust
Alabama
$103K 315 – –
NB
603
NBT Bank
New York
$96.6K 296 – –
GRP
604
Global Retirement Partners
California
$89.3K 273 -10 -4%
TIM
605
Tortoise Investment Management
New York
$86.9K 266 +116 +77%
HCP
606
Hexagon Capital Partners
Arkansas
$78.7K 241 +241 New
RS
607
R Squared
Hong Kong
$78.4K 240 +240 New
QL
608
Quarry LP
New York
$68.6K 210 +154 +275%
CFS
609
Compass Financial Services
Iowa
$65.3K 200 +200 New
BIG
610
Brooklyn Investment Group
New York
$64.6K 198 +14 +8%
JGIA
611
Jackson Grant Investment Advisers
Connecticut
$59.1K 181 – –
SSB
612
Sandy Spring Bank
Maryland
$58.8K 180 – –
AF
613
Atala Financial
California
$58.8K 180 +180 New
CA
614
CoreCap Advisors
Michigan
$55.3K 169 +13 +8%
Fidelity International
615
Fidelity International
Bermuda
$54.5K 167 -2 -1%
AAP
616
Arax Advisory Partners
Colorado
$53.2K 163 -9 -5%
CAL
617
Capital Analysts LLC
Pennsylvania
$51K 156 – –
IA
618
IFP Advisors
Florida
$50.9K 156 -127 -45%
SWM
619
Spire Wealth Management
Virginia
$47.7K 146 +20 +16%
MA
620
MCF Advisors
Kentucky
$45.1K 138 – –
Jones Financial Companies
621
Jones Financial Companies
Missouri
$45.1K 138 +43 +45%
GWM
622
Geneos Wealth Management
Colorado
$43.4K 133 +1 +0.8%
ACM
623
Aster Capital Management
United Arab Emirates
$43.1K 132 -8 -6%
IUHSA
624
Itau Unibanco Holding S.A.
Brazil
$42.1K 129 +129 New
FDW
625
Fourth Dimension Wealth
Ohio
$40K 123 +123 New
23 24
25
26 27