We are live on ! Find out more
LPLA icon

LPL Financial

757 hedge funds and large institutions have $26.1B invested in LPL Financial in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $54.2M

2% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 270

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.1% less ownership

Funds ownership: 99.37%98.27% (-1.1%)

5% less funds holding

Funds holding: 800757 (-43)

12% less capital invested

Capital invested by funds: $29.7B → $26.1B (-$3.62B)

28% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 112

Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
601
LRI Investments
Florida
$149K -$54K -149 -25%
PCM
602
Penserra Capital Management
California
$145K +$1.81K +5 +1%
KFGK
603
Keystone Financial Group (Kentucky)
Kentucky
$135K +$148K +407 New
GCM
604
Gables Capital Management
Florida
$133K
CTC
605
Central Trust Company
Missouri
$119K +$362 +1 +0.3%
SAM
606
Smartleaf Asset Management
Massachusetts
$118K +$73.9K +204 +144%
C
607
Covestor
United Kingdom
$114K +$29K +80 +30%
ACM
608
Aster Capital Management
United Arab Emirates
$106K +$39.1K +108 +51%
AT
609
Arlington Trust
Alabama
$105K
SWIM
610
Smallwood Wealth Investment Management
New Jersey
$104K -$1.45K -4 -1%
NB
611
NBT Bank
New York
$98.5K +$13.4K +37 +13%
GK
612
Graney & King
New York
$94.9K +$52.9K +146 +105%
BTI
613
Blue Trust Inc
Georgia
$89.8K -$401K -1,105 -80%
AWM
614
Ameliora Wealth Management
Switzerland
$88.2K
Fifth Third Bancorp
615
Fifth Third Bancorp
Ohio
$87.8K -$59.4K -164 -38%
CFS
616
Compass Financial Services
Iowa
$81.7K +$362 +1 +0.4%
QT
617
Quantbot Technologies
New York
$80.5K -$1.09M -2,999 -93%
WSFS
618
Wilmington Savings Fund Society
Delaware
$78.2K -$791K -2,183 -90%
SOW
619
State of Wyoming
Wyoming
$75.2K -$376K -1,037 -82%
LSA
620
Leonteq Securities AG
Switzerland
$67.9K -$4.35K -12 -6%
CTC
621
Cetera Trust Company
Minnesota
$66.5K -$366K -1,010 -83%
FHC
622
First Horizon Corporation
Tennessee
$63.9K +$69.6K +192 New
HAP
623
Harbor Asset Planning
Massachusetts
$62.3K
CAL
624
Capital Analysts LLC
Pennsylvania
$61K +$14.5K +40 +28%
Loomis, Sayles & Company
625
Loomis, Sayles & Company
Massachusetts
$60.9K +$66.3K +183 New

LPLA Hedge Fund Activity: Q3 2025 in Review

757 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2025, worth a combined $26.1B — down 12% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LPLA and 81 opened new positions — a net loss of 31 holders — while 270 trimmed existing stakes and 276 added.

The largest buyer was Capital World Investors, adding an estimated $947M. The largest seller was Fidelity Investments, cutting an estimated $483M.

  • 757 institutional investors held LPL Financial (LPLA) as of Q3 2025, down from 800 in Q2 2025.
  • Funds reported $26.1B of LPL Financial stock for Q3 2025, down 12% quarter-over-quarter.
  • 81 funds opened new LPL Financial positions in Q3 2025 and 112 closed out, a net change of -31 holders.
  • The largest LPL Financial buyer in Q3 2025 was Capital World Investors, an estimated $947M added.
  • The largest LPL Financial seller in Q3 2025 was Fidelity Investments, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2025.