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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
10.51%
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
+$345M
3
Principal Financial Group
Principal Financial Group
Iowa
+$318M
4
Jennison Associates
Jennison Associates
New York
+$278M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$210M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$253M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
3
Boston Partners
Boston Partners
Massachusetts
-$128M
4
Citadel Advisors
Citadel Advisors
Florida
-$98M
5
MC
Maverick Capital
Texas
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
726
Clearstead Trust
Maine
$4.25K +$4.25K +13 New
S
727
Sachetta
Massachusetts
$3.93K – – –
FDCP
728
Foster Dykema Cabot & Partners
Massachusetts
$3.93K – – –
WPA
729
Wealth Preservation Advisors
Tennessee
$3.6K +$3.6K +11 New
SO
730
Sierra Ocean
California
$3.27K – – –
MHR
731
Matthew Hamilton Rosenberg
$3.27K – – –
HFS
732
Hughes Financial Services
Virginia
$3.01K +$3.01K +9 New
TWD
733
True Wealth Design
Ohio
$2.95K +$2.29K +7 +350%
HI
734
Harbour Investments
Wisconsin
$2.94K +$654 +2 +29%
FFO
735
Fortitude Family Office
Arizona
$2.62K -$3.6K -11 -58%
FUBT
736
First United Bank & Trust
Maryland
$2.62K +$2.62K +8 New
SIS
737
Sound Income Strategies
Florida
$2.29K – – –
RJA
738
Ross\Johnson & Associates
Minnesota
$2.29K +$2.29K +7 New
AW
739
Avion Wealth
Texas
$2K – – –
FMTCOCP
740
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K +$2K +5 New
WT
741
Washington Trust
Rhode Island
$1.96K – – –
BLC
742
Brown, Lisle/Cummings
Rhode Island
$1.96K +$1.96K +6 New
TCOV
743
Trust Company of Vermont
Vermont
$1.64K – – –
CTWM
744
Cherry Tree Wealth Management
Minnesota
$1.64K – – –
CH
745
Cromwell Holdings
Wyoming
$1.64K +$1.64K +5 New
M
746
MOTCO
Texas
$1.64K +$1.64K +5 New
BF
747
BOK Financial
Oklahoma
$1.31K – – –
CA
748
Continuum Advisory
Idaho
$1.31K – – –
DWM
749
Dogwood Wealth Management
Kansas
$1.31K +$1.31K +4 New
BAM
750
Bellevue Asset Management
Washington
$1.31K +$1.31K +4 New
28 29
30
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