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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 %
DWM
601
Drive Wealth Management
Utah
$209K -$7.85K -24 -4%
QFA
602
Quantum Financial Advisors
California
$208K – – –
PW
603
PUREfi Wealth
Massachusetts
$205K +$205K +626 New
EBA
604
Eagle Bay Advisors
New York
$204K +$4.25K +13 +2%
RS
605
R Squared
Hong Kong
$203K +$124K +380 +158%
GDP
606
Great Diamond Partners
Maine
$201K -$11.5K -35 -5%
GM
607
GeoWealth Management
Illinois
$200K -$53.7K -164 -21%
LS
608
Livforsakringsbolaget Skandia
Sweden
$196K – – –
MFS
609
Mattson Financial Services
Michigan
$194K +$25.5K +78 +15%
LI
610
LRI Investments
Florida
$189K -$113K -346 -37%
UCB
611
United Community Bank
South Carolina
$185K -$1.64K -5 -0.9%
CT
612
Colonial Trust
South Carolina
$182K +$16.4K +50 +10%
AF
613
Allworth Financial
California
$168K +$21.2K +67 +14%
WA
614
WPG Advisers
Maryland
$167K -$15.4K -47 -8%
MCM
615
Maltese Capital Management
New York
$164K +$164K +500 New
GSWM
616
Golden State Wealth Management
California
$164K – – –
LOM
617
LTS One Management
New York
$164K +$164K +500 New
ECM
618
Elgethun Capital Management
South Dakota
$161K – – –
N
619
Natixis
France
$159K +$36.9K +112 +30%
WA
620
Whipplewood Advisors
Colorado
$159K -$11.7K -35 -7%
GI
621
GAMMA Investing
California
$156K +$38.9K +119 +33%
UOTTAIMCU
622
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$151K +$151K +463 New
FHA
623
First Horizon Advisors
Tennessee
$138K -$3.27K -10 -2%
GCM
624
Gables Capital Management
Florida
$131K – – –
HT
625
Headlands Technologies
Illinois
$130K -$3.92M -11,973 -97%
23 24
25
26 27