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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 %
Macquarie Group
51
Macquarie Group
Australia
$129M +$17.1M +45,612 +15%
Wellington Management Group
52
Wellington Management Group
Massachusetts
$124M -$123M -328,977 -50%
Legal & General Group
53
Legal & General Group
United Kingdom
$123M -$5.82M -15,517 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
54
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$118M -$5.43M -14,493 -4%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$110M +$5.5M +14,659 +5%
GGHC
56
Gilder Gagnon Howe & Co
New York
$101M -$904K -2,411 -0.9%
Ameriprise
57
Ameriprise
Minnesota
$101M -$26M -69,403 -20%
Holocene Advisors
58
Holocene Advisors
New York
$101M -$24.9M -66,523 -20%
Goldman Sachs
59
Goldman Sachs
New York
$87.5M +$9.12M +24,333 +12%
JCM
60
Junto Capital Management
New York
$87.3M -$61.7M -164,520 -41%
UBS Group
61
UBS Group
Switzerland
$86.7M +$7.78M +20,741 +10%
BAMCO Inc
62
BAMCO Inc
New York
$83.4M +$21.5M +57,228 +35%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$78.6M +$12.7M +33,827 +19%
Truist Financial
64
Truist Financial
North Carolina
$78.1M +$1.04M +2,777 +1%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.4M -$14.1M -37,535 -16%
Stifel Financial
66
Stifel Financial
Missouri
$74.3M +$4.08M +10,881 +6%
Man Group
67
Man Group
United Kingdom
$74.3M +$32.9M +87,774 +80%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$73.6M +$3.55M +9,471 +5%
BA
69
Bridgewater Associates
Connecticut
$72.2M -$11.3M -30,218 -14%
Allspring Global Investments
70
Allspring Global Investments
North Carolina
$71.5M +$16.5M +44,249 +30%
NL
71
Nuveen LLC
North Carolina
$70.5M +$773K +2,061 +1%
BBHC
72
Brown Brothers Harriman & Co
New York
$69.3M +$3.47M +9,255 +5%
Sumitomo Mitsui Trust Group
73
Sumitomo Mitsui Trust Group
Japan
$68.5M +$3.73M +9,960 +6%
GCM
74
Ghisallo Capital Management
Massachusetts
$65.1M +$65.1M +173,500 New
Franklin Resources
75
Franklin Resources
California
$61.2M -$1.51M -4,031 -2%
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