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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
DFCM
726
Dark Forest Capital Management
Puerto Rico
– – -10,837 Closed
SF
727
Symphony Financial
Texas
– – -10,753 Closed
Public Sector Pension Investment Board (PSP Investments)
728
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– – -9,765 Closed
QIM
729
Quantitative Investment Management
Virginia
– – -9,421 Closed
HCA
730
Harbor Capital Advisors
Illinois
– – -8,020 Closed
CSS
731
Cubist Systematic Strategies
Connecticut
– – -7,779 Closed
CM
732
Caption Management
Oklahoma
– – -7,221 Closed
Allspring Global Investments
733
Allspring Global Investments
North Carolina
– – -6,740 Closed
FGI
734
Foresight Global Investors
New York
– – -6,649 Closed
BC
735
Burney Company
Virginia
– – -5,809 Closed
SG Americas Securities
736
SG Americas Securities
New York
– – -5,578 Closed
Bank of Nova Scotia
737
Bank of Nova Scotia
Ontario, Canada
– – -5,301 Closed
O
738
Ossiam
France
– – -4,455 Closed
AIM
739
Aigen Investment Management
New York
– – -4,138 Closed
GCM
740
Graham Capital Management
Connecticut
– – -3,946 Closed
New York State Teachers Retirement System (NYSTRS)
741
New York State Teachers Retirement System (NYSTRS)
New York
– – -3,371 Closed
HIM
742
Hillsdale Investment Management
Ontario, Canada
– – -3,370 Closed
PAI
743
Pittenger & Anderson Inc
Nebraska
– – -2,530 Closed
RSWM
744
Robertson Stephens Wealth Management
California
– – -2,149 Closed
Twin Tree Management
745
Twin Tree Management
Texas
– – -2,124 Closed
GC
746
Guggenheim Capital
Illinois
– – -1,779 Closed
CI
747
CX Institutional
Indiana
– – -1,643 Closed
SW
748
Simplicity Wealth
New Jersey
– – -1,444 Closed
FRM
749
Fox Run Management
Connecticut
– – -1,410 Closed
FTDI
750
First Trust Direct Indexing
Massachusetts
– – -1,311 Closed
28 29
30
31 32