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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 %
DILIC
626
Dai-ichi Life Insurance Company
Japan
$215K +$215K +573 New
UCB
627
United Community Bank
South Carolina
$214K +$1.88K +5 +0.9%
CM
628
Cercano Management
Washington
$214K +$214K +570 New
FHA
629
Flagship Harbor Advisors
Massachusetts
$214K +$214K +570 New
NG
630
Norden Group
Utah
$213K -$32.2K -86 -13%
OBWP
631
O'Brien Wealth Partners
Massachusetts
$212K +$212K +566 New
CG
632
CFO4Life Group
Texas
$212K +$212K +565 New
PGFC
633
Peapack-Gladstone Financial Corp
New Jersey
$211K +$211K +564 New
WB
634
WesBanco Bank
West Virginia
$210K +$210K +560 New
FTWA
635
Fifth Third Wealth Advisors
Ohio
$208K -$37.1K -99 -15%
Fidelity International
636
Fidelity International
Bermuda
$206K +$142K +378 +220%
HNB
637
Huntington National Bank
Ohio
$205K +$118K +314 +135%
GDP
638
Great Diamond Partners
Maine
$205K -$25.5K -68 -11%
WA
639
Waverly Advisors
Alabama
$204K +$204K +543 New
IIC
640
Ironwood Investment Counsel
Arizona
$201K +$201K +535 New
FHA
641
First Horizon Advisors
Tennessee
$199K +$40.9K +109 +26%
TCM
642
Traub Capital Management
Massachusetts
$188K +$188K +501 New
GSWM
643
Golden State Wealth Management
California
$187K – – –
WA
644
Whipplewood Advisors
Colorado
$186K +$6.75K +18 +4%
ECM
645
Elgethun Capital Management
South Dakota
$185K – – –
WA
646
WPG Advisers
Maryland
$182K -$9K -24 -5%
PCM
647
Penserra Capital Management
California
$161K +$28K +75 +21%
Fifth Third Bancorp
648
Fifth Third Bancorp
Ohio
$160K -$86.2K -230 -35%
NICM
649
Neo Ivy Capital Management
New York
$153K +$153K +408 New
GCM
650
Gables Capital Management
Florida
$150K – – –
24 25
26
27 28