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LPL Financial
LPLA

674 hedge funds and large institutions have $20.1B invested in LPL Financial in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 268 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 64

27% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 211

17% more funds holding in top 10

Funds holding in top 10: 18 → 21 (+3)

4% more funds holding

Funds holding: 647 → 674 (+27)

5% more capital invested

Capital invested by funds: $19.2B → $20.1B (+$912M)

7% less call options, than puts

Call options by funds: $47.5M | Put options by funds: $50.8M

1.21% less ownership

Funds ownership: 97.65% → 96.43% (-1.2%)

Holders
674
Holders Change
+27
Holders Change %
+4.17%
% of All Funds
9.73%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.3%
New
101
Increased
268
Reduced
211
Closed
64
Calls
$47.5M
Puts
$50.8M
Net Calls
-$3.31M
Net Calls Change
-$84.8M

Top Buyers

Rank Fund Capital Flow
1
SCA
Southpoint Capital Advisors
New York
+$105M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$63.3M
3
Holocene Advisors
Holocene Advisors
New York
+$60.2M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$54.1M
5
HCM
HMI Capital Management
California
+$53.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$210M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$122M
4
ACH
ArrowMark Colorado Holdings
Colorado
-$120M
5
CCP
Clarkston Capital Partners
Michigan
-$92.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
651
Coppell Advisory Solutions
Texas
$2.23K +$2.17K +8 New
TWP
652
Triad Wealth Partners
Kansas
$2.23K +$2.17K +8 New
HGERS
653
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
SIS
654
Sound Income Strategies
Florida
$1.96K – – –
S
655
Sachetta
Massachusetts
$1.77K +$1.36K +5 +167%
MCM
656
MV Capital Management
Maryland
$1.68K +$814 +3 +100%
CTWM
657
Cherry Tree Wealth Management
Minnesota
$1.4K – – –
EWP
658
Elevation Wealth Partners
California
$1.4K – – –
RS
659
Rakuten Securities
Japan
$1.4K +$1.36K +5 New
RIL
660
Rothschild Investment LLC
Illinois
$1.4K +$1.36K +5 New
RAM
661
Riggs Asset Management
Pennsylvania
$1.12K +$543 +2 +100%
RFS
662
Richardson Financial Services
Massachusetts
$1.12K – – –
TAM
663
Tucker Asset Management
Colorado
$1.12K +$1.09K +4 New
AW
664
Avion Wealth
Texas
$1K – – –
WCM
665
Winthrop Capital Management
Indiana
$1K – – –
CAL
666
Capital Advisors Ltd
Ohio
$1K +$543 +2 New
CA
667
Continuum Advisory
Idaho
$838 – – –
IFAM
668
Institutional & Family Asset Management
Colorado
$838 – – –
GIA
669
GHP Investment Advisors
Colorado
$838 +$814 +3 New
AFWM
670
Abich Financial Wealth Management
Virginia
$286 +$271 +1 New
LFG
671
Larson Financial Group
Missouri
$282 – – –
MCM
672
Manchester Capital Management
Vermont
$280 – – –
TFM
673
TFC Financial Management
Massachusetts
$280 – – –
HIA
674
Harbor Investment Advisory
Maryland
$279 -$814 -3 -75%
DWM
675
Dogwood Wealth Management
Kansas
$3 – – –
25 26
27
28 29

LPLA Hedge Fund Activity: Q2 2024 in Review

674 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2024, worth a combined $20.1B — up 4.7% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new LPLA positions and 64 closed out — a net gain of 37 holders — while 268 added to existing stakes and 211 trimmed.

The largest buyer was Southpoint Capital Advisors, adding an estimated $105M. The largest seller was BlackRock, cutting an estimated $210M.

  • 674 institutional investors held LPL Financial (LPLA) as of Q2 2024, up from 647 in Q1 2024.
  • Funds reported $20.1B of LPL Financial stock for Q2 2024, up 4.7% quarter-over-quarter.
  • 101 funds opened new LPL Financial positions in Q2 2024 and 64 closed out, a net change of +37 holders.
  • The largest LPL Financial buyer in Q2 2024 was Southpoint Capital Advisors, an estimated $105M added.
  • The largest LPL Financial seller in Q2 2024 was BlackRock, an estimated $210M sold.

Based on aggregated 13F filings for Q2 2024.