LPL Financial
LPLA
LPLA
774 hedge funds and large institutions have $25.3B invested in LPL Financial in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 315 increasing their positions, 217 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+58
Holders Change %
+8.1%
% of All Funds
10.51%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.34%
New
129
Increased
315
Reduced
217
Closed
57
Calls
$81.4M
Puts
$97.9M
Net Calls
-$16.4M
Net Calls Change
-$2.32M
Top Buyers
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$477M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$345M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$318M |
| 4 |
Jennison Associates
New York
|
+$278M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$210M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$253M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$154M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$128M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$98M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
-$87.3M |
