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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
$1.01B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$916M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.99B
4
Principal Financial Group
Principal Financial Group
Iowa
$599M
5
Invesco
Invesco
Georgia
$207M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$920M
2
Marshall Wace
Marshall Wace
United Kingdom
$7.69M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$124M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAM
676
Private Wealth Asset Management
Iowa
$50.6K -$750 -2 -1%
GWM
677
Geneos Wealth Management
Colorado
$46.1K +$1.5K +4 +3%
TFIPS
678
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45K +$20.6K +55 +85%
CA
679
Clearstead Advisors
Ohio
$39K -$6K -16 -13%
TH
680
TCTC Holdings
Texas
$39K – – –
PTC
681
Private Trust Company
Ohio
$39K +$2.63K +7 +7%
IUHSA
682
Itau Unibanco Holding S.A.
Brazil
$37.9K -$613K -1,636 -94%
BCM
683
Boreal Capital Management
Florida
$37.5K +$37.5K +100 New
MPW
684
MASECO Private Wealth
$34.2K +$34.2K +91 New
BC
685
Bayforest Capital
United Kingdom
$33.7K +$33.7K +90 New
T
686
Tidemark
California
$31.5K +$24K +64 +320%
IWP
687
IAG Wealth Partners
Wisconsin
$31.3K – – –
ABWM
688
Alpine Bank Wealth Management
Colorado
$30.7K -$56.2K -150 -65%
SS
689
SBI Securities
Japan
$30K +$16.1K +43 +116%
MPWT
690
MassMutual Private Wealth & Trust
Connecticut
$29.6K -$7.87K -21 -21%
BI
691
Binnacle Investments
Iowa
$28.9K -$1.13K -3 -4%
BA
692
Bellwether Advisors
Nebraska
$27.7K +$27.7K +74 New
OCM
693
Osterweis Capital Management
California
$26.2K +$26.2K +70 New
JWA
694
JFS Wealth Advisors
Pennsylvania
$25.1K -$375 -1 -1%
HWM
695
Hemington Wealth Management
Virginia
$25K +$368 +1 +1%
MEG
696
Millstone Evans Group
Colorado
$24K -$8.62K -23 -26%
Group One Trading
697
Group One Trading
Illinois
$24K +$24K +64 New
PB
698
Pinnacle Bancorp
Nebraska
$23.6K – – –
LFG
699
Larson Financial Group
Missouri
$23.3K +$11.3K +30 +94%
BIA
700
Bell Investment Advisors
California
$22.9K +$1.5K +4 +7%
26 27
28
29 30