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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 %
CFO
701
CVA Family Office
Colorado
$22.9K +$7.5K +20 +49%
BOJHT
702
Bank of Jackson Hole Trust
Wyoming
$22.1K -$1.88K -5 -8%
NEWAS
703
N.E.W. Advisory Services
Wisconsin
$20.2K – – –
W
704
WealthCollab
Washington
$18.7K – – –
EB
705
Eastern Bank
Massachusetts
$18.7K – – –
PWMG
706
Private Wealth Management Group
New Jersey
$18.4K – – –
PMFA
707
Plante Moran Financial Advisors
Michigan
$18K – – –
FDW
708
Fourth Dimension Wealth
Ohio
$17.5K -$28.3K -76 -62%
WWM
709
Wolff Wiese Magana
California
$15.7K – – –
PPC
710
Park Place Capital
Alabama
$15.7K -$4.48K -12 -22%
MA
711
Montag & Associates
Georgia
$13.9K +$13.9K +37 New
SC
712
SouthState Corp
Florida
$13.5K -$1.13K -3 -8%
HNW
713
High Note Wealth
Minnesota
$12.7K – – –
CT
714
Clearstead Trust
Maine
$11.6K +$6.75K +18 +138%
CNBTD
715
Citizens National Bank Trust Department
Mississippi
$11.6K – – –
CFFP
716
Center for Financial Planning
Michigan
$11.3K – – –
GWSG
717
GPS Wealth Strategies Group
Colorado
$11.3K +$5.63K +15 +100%
GXJ
718
Global X Japan
Japan
$11.2K -$21.4K -57 -66%
AF
719
Advisornet Financial
Minnesota
$10.1K -$4.13K -11 -29%
OA
720
Operose Advisors
Wisconsin
$10.1K – – –
CPG
721
Cornerstone Planning Group
New Jersey
$10.1K -$2.99K -8 -23%
CWP
722
Concord Wealth Partners
Virginia
$9K – – –
RAM
723
Riggs Asset Management
Pennsylvania
$8.63K +$8.63K +23 New
FFO
724
Fortitude Family Office
Arizona
$8.25K +$5.25K +14 +175%
CPA
725
Compass Planning Associates
Massachusetts
$7.91K – – –
27 28
29
30 31