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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
JGIA
626
Jackson Grant Investment Advisers
Connecticut
$60.2K
TWC
627
TD Waterhouse Canada
Ontario, Canada
$59.3K -$2.17K -6 -3%
TCM
628
TruNorth Capital Management
Michigan
$54.2K +$59.1K +163 New
AUB
629
Atlantic Union Bankshares
Virginia
$53.2K -$5.44K -15 -9%
ST
630
Smithfield Trust
Pennsylvania
$51K
CFB
631
Cullen/Frost Bankers
Texas
$49.3K -$55.5K -153 -51%
PFBT
632
Parkside Financial Bank & Trust
Missouri
$48.9K +$2.54K +7 +5%
VCM
633
Versant Capital Management
Arizona
$48.9K -$35.2K -97 -40%
MA
634
MCF Advisors
Kentucky
$45.9K
PWAM
635
Private Wealth Asset Management
Iowa
$44.9K
TFIPS
636
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.9K
NICM
637
Neo Ivy Capital Management
New York
$35.9K -$109K -300 -74%
CWP
638
Clark Wealth Partners
Illinois
$35.7K -$14.5K -40 -29%
TH
639
TCTC Holdings
Texas
$34.6K
WIM
640
Westside Investment Management
California
$33.5K +$36.2K +100 New
BCM
641
Boreal Capital Management
Florida
$33.3K
IUHSA
642
Itau Unibanco Holding S.A.
Brazil
$32.3K -$1.45K -4 -4%
O
643
Ossiam
France
$31.6K -$60.9K -168 -64%
MPW
644
MASECO Private Wealth
$30.4K
ABWM
645
Alpine Bank Wealth Management
Colorado
$29.9K +$2.9K +8 +10%
MEG
646
Millstone Evans Group
Colorado
$29.3K +$8.7K +24 +38%
PTC
647
Private Trust Company
Ohio
$28.9K -$6.16K -17 -16%
EB
648
Eastern Bank
Massachusetts
$28.6K +$13K +36 +72%
IWP
649
IAG Wealth Partners
Wisconsin
$27.8K
SIC
650
SJS Investment Consulting
Ohio
$26.9K +$26.5K +73 +913%

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.