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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
BGAI
676
Bruce G. Allen Investments
Colorado
$4.57K 14 +10 +250%
SIC
677
SJS Investment Consulting
Ohio
$4.25K 13 -8 -38%
S
678
Sachetta
Massachusetts
$3.92K 12 – –
FDCP
679
Foster Dykema Cabot & Partners
Massachusetts
$3.92K 12 – –
MHR
680
Matthew Hamilton Rosenberg
$3.27K 10 -2 -17%
SO
681
Sierra Ocean
California
$3.27K 10 +10 New
CAS
682
Coppell Advisory Solutions
Texas
$2.62K 8 – –
HI
683
Harbour Investments
Wisconsin
$2.29K 7 -6 -46%
SIS
684
Sound Income Strategies
Florida
$2.29K 7 – –
AW
685
Avion Wealth
Texas
$2K 7 -1 -13%
FNWA
686
Financial Network Wealth Advisors
Utah
$1.96K 6 -21 -78%
WT
687
Washington Trust
Rhode Island
$1.96K 6 – –
CFD
688
Creative Financial Designs
Indiana
$1.96K 6 +6 New
EWP
689
Elevation Wealth Partners
California
$1.64K 5 – –
TCOV
690
Trust Company of Vermont
Vermont
$1.63K 5 – –
CTWM
691
Cherry Tree Wealth Management
Minnesota
$1.63K 5 – –
CIAM
692
Caitong International Asset Management
Hong Kong
$1.63K 5 +5 New
KIM
693
Kestra Investment Management
Texas
$1.34K 4 +4 New
BF
694
BOK Financial
Oklahoma
$1.32K 4 +2 +100%
CA
695
Continuum Advisory
Idaho
$1.31K 4 – –
TAM
696
Tucker Asset Management
Colorado
$1.31K 4 – –
CAL
697
Capital Advisors Ltd
Ohio
$1K 3 – –
TFA
698
Transamerica Financial Advisors
Florida
$1K 1 – –
CSWM
699
Cassady Schiller Wealth Management
Ohio
$980 3 +3 New
PWM
700
Parkworth Wealth Management
California
$980 3 +3 New
26 27
28
29 30