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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
10.56%
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
$1.01B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$916M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.99B
4
Principal Financial Group
Principal Financial Group
Iowa
$599M
5
Invesco
Invesco
Georgia
$207M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$920M
2
Marshall Wace
Marshall Wace
United Kingdom
$7.69M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$124M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
726
Cranbrook Wealth Management
Michigan
$7.13K – – –
CB
727
CNB Bank
Pennsylvania
$7.12K – – –
TCOT
728
Trust Company of Toledo
Ohio
$7.12K +$7.12K +19 New
AAS
729
Ameritas Advisory Services
Nebraska
$6.75K +$6.75K +18 New
DPW
730
DiNuzzo Private Wealth
Pennsylvania
$6.38K – – –
ADL
731
Asset Dedication LLC
California
$6.38K +$6.38K +17 New
S
732
Sachetta
Massachusetts
$6K +$1.5K +4 +33%
FNWA
733
Financial Network Wealth Advisors
Utah
$5.63K -$751 -2 -12%
MCM
734
MV Capital Management
Maryland
$5.25K -$375 -1 -7%
MIM
735
MTM Investment Management
South Carolina
$5.25K +$5.25K +14 New
CIA
736
Cape Investment Advisory
Georgia
$4.88K -$8.63K -23 -64%
WPA
737
Wealth Preservation Advisors
Tennessee
$4.88K +$750 +2 +18%
FDCP
738
Foster Dykema Cabot & Partners
Massachusetts
$4.5K – – –
TWD
739
True Wealth Design
Ohio
$4.5K +$1.13K +3 +33%
AWM
740
Activest Wealth Management
Florida
$4.5K +$4.13K +11 +1,100%
TIM
741
Total Investment Management
Arizona
$4.5K +$4.5K +12 New
AW
742
Avion Wealth
Texas
$4K +$1.46K +4 +57%
AF
743
Alerus Financial
North Dakota
$3.75K -$905K -2,412 -100%
SO
744
Sierra Ocean
California
$3.75K – – –
MHR
745
Matthew Hamilton Rosenberg
$3.75K – – –
CH
746
Cromwell Holdings
Wyoming
$3.75K +$1.88K +5 +100%
M
747
MOTCO
Texas
$3.56K +$1.58K +4 +80%
AAG
748
Armstrong Advisory Group
Massachusetts
$3.38K +$3.38K +9 New
SIC
749
SJS Investment Consulting
Ohio
$3K -$1.88K -5 -38%
FUBT
750
First United Bank & Trust
Maryland
$3K – – –
28 29
30
31 32