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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 %
FFA
651
Farther Finance Advisors
California
$139K -$4.5K -12 -3%
CTC
652
Central Trust Company
Missouri
$134K – – –
AT
653
Arlington Trust
Alabama
$118K – – –
CFB
654
Cullen/Frost Bankers
Texas
$113K +$10.1K +27 +10%
NB
655
NBT Bank
New York
$111K – – –
C
656
Covestor
United Kingdom
$99K +$38.8K +103 +64%
O
657
Ossiam
France
$98.6K +$98.6K +263 New
FAM
658
Flaharty Asset Management
Florida
$96K – – –
CFS
659
Compass Financial Services
Iowa
$92K +$6.01K +16 +7%
VCM
660
Versant Capital Management
Arizona
$91.5K +$23.6K +63 +35%
AWM
661
Ameliora Wealth Management
Switzerland
$90.4K -$22.2K -65 -20%
BIG
662
Brooklyn Investment Group
New York
$84.7K +$3K +8 +4%
ACM
663
Aster Capital Management
United Arab Emirates
$79.1K +$36K +96 +83%
WTA
664
Washington Trust Advisors
Massachusetts
$74.8K +$5.26K +14 +8%
TWC
665
TD Waterhouse Canada
Ontario, Canada
$72K +$55.9K +150 +349%
AAP
666
Arax Advisory Partners
Colorado
$71.6K +$2.63K +7 +4%
HAP
667
Harbor Asset Planning
Massachusetts
$70.2K +$70.2K +187 New
JGIA
668
Jackson Grant Investment Advisers
Connecticut
$67.9K – – –
AUB
669
Atlantic Union Bankshares
Virginia
$65.6K +$65.6K +175 New
ST
670
Smithfield Trust
Pennsylvania
$58K +$13.2K +35 +29%
CAL
671
Capital Analysts LLC
Pennsylvania
$53K +$2.61K +7 +5%
PFBT
672
Parkside Financial Bank & Trust
Missouri
$52.5K -$1.5K -4 -3%
GK
673
Graney & King
New York
$52.2K +$17.3K +46 +49%
SAM
674
Smartleaf Asset Management
Massachusetts
$51.8K -$72.6K -199 -58%
MA
675
MCF Advisors
Kentucky
$51.7K – – –
25 26
27
28 29