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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
10.52%
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
$498M
3
Principal Financial Group
Principal Financial Group
Iowa
$340M
4
Jennison Associates
Jennison Associates
New York
$314M
5
AllianceBernstein
AllianceBernstein
Tennessee
$248M

Top Sellers

1
Millennium Management
Millennium Management
New York
$41.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$560K
3
Boston Partners
Boston Partners
Massachusetts
$1.15B
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
MC
Maverick Capital
Texas
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$116M +$5.97M +18,252 +5%
Legal & General Group
52
Legal & General Group
United Kingdom
$113M +$12.2M +37,161 +12%
Ameriprise
53
Ameriprise
Minnesota
$111M -$12.8M -39,260 -10%
Holocene Advisors
54
Holocene Advisors
New York
$110M +$33.3M +101,806 +44%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$108M -$10.1M -30,971 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
56
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$108M -$22.4M -68,418 -17%
MC
57
Maverick Capital
Texas
$105M -$87.3M -266,941 -45%
Macquarie Group
58
Macquarie Group
Australia
$97.2M +$3.32M +10,136 +4%
HCM
59
HMI Capital Management
California
$93.8M -$37.5M -114,532 -29%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$91.6M +$5.42M +16,582 +6%
GGHC
61
Gilder Gagnon Howe & Co
New York
$89.3M -$1.11M -3,403 -1%
Hudson Bay Capital Management
62
Hudson Bay Capital Management
Connecticut
$82.6M +$21.8M +66,644 +36%
APG Asset Management
63
APG Asset Management
Netherlands
$77.9M +$64.4M +212,760 +478%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.2M -$3.8M -11,620 -5%
Alyeska Investment Group
65
Alyeska Investment Group
Illinois
$74.7M -$61.6M -188,242 -45%
BA
66
Bridgewater Associates
Connecticut
$72.9M +$51.7M +157,989 +243%
UBS Group
67
UBS Group
Switzerland
$68.8M +$7.91M +24,185 +13%
Goldman Sachs
68
Goldman Sachs
New York
$68.4M +$356K +1,089 +0.5%
Truist Financial
69
Truist Financial
North Carolina
$67.2M +$4.36M +13,332 +7%
ERSOT
70
Employees Retirement System of Texas
Texas
$64.6M -$11.1M -33,900 -15%
Stifel Financial
71
Stifel Financial
Missouri
$61.3M +$7.19M +21,967 +13%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$61.1M -$9.53M -29,128 -13%
NL
73
Nuveen LLC
North Carolina
$60.9M +$60.9M +186,039 New
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$58.3M -$2.09M -6,375 -3%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$57.5M +$1.89M +5,769 +3%
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