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LPL Financial
LPLA

Overview Fund Activity

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
Winslow Capital Management
Minnesota
+$477M
2
Dodge & Cox
Dodge & Cox
California
+$345M
3
Principal Financial Group
Principal Financial Group
Iowa
+$318M
4
Jennison Associates
Jennison Associates
New York
+$278M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$210M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$253M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
3
Boston Partners
Boston Partners
Massachusetts
-$128M
4
Citadel Advisors
Citadel Advisors
Florida
-$98M
5
MC
Maverick Capital
Texas
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
701
SouthState Corp
Florida
$12.8K +$4.91K +15 +63%
AF
702
Advisornet Financial
Minnesota
$12.4K +$5.89K +18 +90%
APF
703
Alaska Permanent Fund
Alaska
$12.2K – – –
SS
704
SBI Securities
Japan
$12.1K -$2.94K -9 -20%
CIA
705
Cape Investment Advisory
Georgia
$11.8K – – –
HNW
706
High Note Wealth
Minnesota
$11.1K – – –
CPG
707
Cornerstone Planning Group
New Jersey
$10.9K +$10.6K +34 +3,400%
LFG
708
Larson Financial Group
Missouri
$10.5K +$9.82K +30 +1,500%
CNBTD
709
Citizens National Bank Trust Department
Mississippi
$10.1K +$10.1K +31 New
CFFP
710
Center for Financial Planning
Michigan
$9.85K – – –
SCB
711
Saudi Central Bank
Saudi Arabia
$9.49K +$9.49K +29 New
OA
712
Operose Advisors
Wisconsin
$8.83K – – –
ETS
713
ESL Trust Services
New York
$8.18K – – –
CWP
714
Concord Wealth Partners
Virginia
$7.85K – – –
CPA
715
Compass Planning Associates
Massachusetts
$6.9K – – –
T
716
Tidemark
California
$6.54K +$6.54K +20 New
CB
717
CNB Bank
Pennsylvania
$6.22K – – –
CWM
718
Cranbrook Wealth Management
Michigan
$6.22K – – –
FNWA
719
Financial Network Wealth Advisors
Utah
$5.56K +$3.6K +11 +183%
DPW
720
DiNuzzo Private Wealth
Pennsylvania
$5.56K -$327 -1 -6%
MCM
721
MV Capital Management
Maryland
$4.91K – – –
GWSG
722
GPS Wealth Strategies Group
Colorado
$4.91K – – –
MIM
723
Marshall Investment Management
Colorado
$4.91K +$4.91K +15 New
BGAI
724
Bruce G. Allen Investments
Colorado
$4.58K – – –
SIC
725
SJS Investment Consulting
Ohio
$4.25K – – –
27 28
29
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