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LPL Financial

757 hedge funds and large institutions have $26.1B invested in LPL Financial in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $54.2M

2% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 270

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.1% less ownership

Funds ownership: 99.37%98.27% (-1.1%)

5% less funds holding

Funds holding: 800757 (-43)

12% less capital invested

Capital invested by funds: $29.7B → $26.1B (-$3.62B)

28% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 112

Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
51
Macquarie Group
Australia
$111M -$3.31M -9,118 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
52
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$103M -$1.36M -3,753 -1%
Holocene Advisors
53
Holocene Advisors
New York
$99.4M +$11M +30,425 +11%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$97.5M +$30.2M +83,270 +40%
Goldman Sachs
55
Goldman Sachs
New York
$95M +$18.9M +52,147 +22%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$90.2M -$8.52M -23,496 -8%
GGHC
57
Gilder Gagnon Howe & Co
New York
$88.5M -$1.65M -4,561 -2%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$74.7M +$31.5M +87,011 +78%
FWIA
59
Fort Washington Investment Advisors
Ohio
$74.2M +$55.8M +153,897 +222%
Truist Financial
60
Truist Financial
North Carolina
$69.7M +$502K +1,385 +0.7%
BA
61
Bridgewater Associates
Connecticut
$69.4M +$5.83M +16,089 +8%
BAMCO Inc
62
BAMCO Inc
New York
$69.2M -$5.29M -14,582 -7%
Jane Street
63
Jane Street
New York
$65.8M +$70.3M +194,046 +5,212%
BBHC
64
Brown Brothers Harriman & Co
New York
$63.3M +$2.04M +5,616 +3%
WHG
65
Westwood Holdings Group
Texas
$63.2M +$68.9M +190,089 New
N
66
Nuveen
North Carolina
$62.9M +$299K +825 +0.4%
CFM
67
Coronation Fund Managers
South Africa
$62.5M +$13.4M +36,950 +24%
Stifel Financial
68
Stifel Financial
Missouri
$62.2M -$4.1M -11,311 -6%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$61.1M +$357K +985 +0.5%
Deutsche Bank
70
Deutsche Bank
Germany
$57.6M +$4.1M +11,308 +7%
Franklin Resources
71
Franklin Resources
California
$56.2M +$1.98M +5,470 +3%
ERSOT
72
Employees Retirement System of Texas
Texas
$53.7M -$544K -1,500 -0.9%
Man Group
73
Man Group
United Kingdom
$53.6M -$13.4M -36,935 -19%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$53.3M -$61.4M -169,412 -51%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$53.1M +$5.03M +13,887 +10%

LPLA Hedge Fund Activity: Q3 2025 in Review

757 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2025, worth a combined $26.1B — down 12% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LPLA and 81 opened new positions — a net loss of 31 holders — while 270 trimmed existing stakes and 276 added.

The largest buyer was Capital World Investors, adding an estimated $947M. The largest seller was Fidelity Investments, cutting an estimated $483M.

  • 757 institutional investors held LPL Financial (LPLA) as of Q3 2025, down from 800 in Q2 2025.
  • Funds reported $26.1B of LPL Financial stock for Q3 2025, down 12% quarter-over-quarter.
  • 81 funds opened new LPL Financial positions in Q3 2025 and 112 closed out, a net change of -31 holders.
  • The largest LPL Financial buyer in Q3 2025 was Capital World Investors, an estimated $947M added.
  • The largest LPL Financial seller in Q3 2025 was Fidelity Investments, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2025.