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LPL Financial
LPLA

Overview Fund Activity

781 hedge funds and large institutions have $29.5B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 318 increasing their positions, 254 reducing their positions, and 103 closing their positions.

Holders
781
Holders Change
+7
Holders Change %
+0.9%
% of All Funds
10.49%
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
318
Reduced
254
Closed
103
Calls
$26.7M
Puts
$26.2M
Net Calls
+$576K
Net Calls Change
+$17M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.01B
2
Norges Bank
2
Norges Bank
Norway
$402M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$916M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.99B
5
Principal Financial Group
5
Principal Financial Group
Iowa
$599M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$920M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$7.69M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$124M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$444M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
51
Wellington Management Group
Massachusetts
$124M 329,616 -328,977 -50%
Legal & General Group
52
Legal & General Group
United Kingdom
$123M 328,562 -15,517 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
53
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$118M 314,685 -14,493 -4%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$110M 294,509 +14,659 +5%
GGHC
55
Gilder Gagnon Howe & Co
New York
$101M 270,527 -2,411 -0.9%
Ameriprise
56
Ameriprise
Minnesota
$101M 269,598 -69,403 -20%
Holocene Advisors
57
Holocene Advisors
New York
$101M 268,448 -66,523 -20%
Goldman Sachs
58
Goldman Sachs
New York
$87.5M 233,459 +24,333 +12%
JCM
59
Junto Capital Management
New York
$87.3M 232,846 -164,520 -41%
UBS Group
60
UBS Group
Switzerland
$86.7M 231,096 +20,741 +10%
BAMCO Inc
61
BAMCO Inc
New York
$83.4M 222,479 +57,228 +35%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$78.6M 209,682 +33,827 +19%
Truist Financial
63
Truist Financial
North Carolina
$78.1M 208,262 +2,777 +1%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.4M 198,459 -37,535 -16%
Stifel Financial
65
Stifel Financial
Missouri
$74.3M 198,139 +10,881 +6%
Man Group
66
Man Group
United Kingdom
$74.3M 198,087 +87,774 +80%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$73.6M 196,213 +9,471 +5%
BA
68
Bridgewater Associates
Connecticut
$72.2M 192,655 -30,218 -14%
Allspring Global Investments
69
Allspring Global Investments
North Carolina
$71.5M 191,727 +44,249 +30%
NL
70
Nuveen LLC
North Carolina
$70.5M 188,100 +2,061 +1%
BBHC
71
Brown Brothers Harriman & Co
New York
$69.3M 184,742 +9,255 +5%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$68.5M 182,689 +9,960 +6%
GCM
73
Ghisallo Capital Management
Massachusetts
$65.1M 173,500 +173,500 New
Franklin Resources
74
Franklin Resources
California
$61.2M 163,317 -4,031 -2%
ERSOT
75
Employees Retirement System of Texas
Texas
$61.1M 163,000 -34,600 -18%
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