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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 %
NS
701
NBC Securities
Alabama
$695 2 -2,138 -100%
LFG
702
Larson Financial Group
Missouri
$657 2 – –
TWD
703
True Wealth Design
Ohio
$654 2 +2 New
Pacer Advisors
704
Pacer Advisors
Pennsylvania
$653 2 – –
TPW
705
Talon Private Wealth
Florida
$653 2 – –
PWA
706
Principia Wealth Advisory
Texas
$653 2 +2 New
WW
707
Winnow Wealth
Texas
$474 2 +2 New
CPG
708
Cornerstone Planning Group
New Jersey
$353 1 +1 New
RIL
709
Rothschild Investment LLC
Illinois
$327 1 -4 -80%
MCM
710
Manchester Capital Management
Vermont
$327 1 – –
HWA
711
HHM Wealth Advisors
Tennessee
$327 1 +1 New
AWM
712
Activest Wealth Management
Florida
$327 1 +1 New
RS
713
Rakuten Securities
Japan
$327 1 +1 New
WCM
714
WealthTrak Capital Management
Virginia
$327 1 +1 New
IAIM
715
International Assets Investment Management
Florida
– – -92,819 Closed
WHGC
716
Wealth High Governance Capital
Brazil
– – -50,000 Closed
DS
717
DRW Securities
Illinois
– – -20,080 Closed
PCM
718
Prana Capital Management
Connecticut
– – -18,876 Closed
WAM
719
Weiss Asset Management
Massachusetts
– – -17,226 Closed
Parallax Volatility Advisers
720
Parallax Volatility Advisers
California
– – -16,172 Closed
MF
721
Magnetar Financial
Illinois
– – -15,740 Closed
KOCAA
722
Knights of Columbus Asset Advisors
Connecticut
– – -14,609 Closed
AAF
723
Andra AP-fonden
Sweden
– – -13,500 Closed
Simplex Trading
724
Simplex Trading
Illinois
– – -11,867 Closed
Rockefeller Capital Management
725
Rockefeller Capital Management
New York
– – -11,319 Closed
27 28
29
30 31