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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 %
NRD
751
Nebula Research & Development
New York
– – -1,206 Closed
OCBCO
752
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -1,153 Closed
FIM
753
Freedom Investment Management
Connecticut
– – -972 Closed
HIGP
754
Hill Investment Group Partners
Missouri
– – -931 Closed
GCM
755
Greenland Capital Management
New York
– – -916 Closed
ADL
756
Asset Dedication LLC
California
– – -452 Closed
SOW
757
State of Wyoming
Wyoming
– – -427 Closed
BWP
758
Baldwin Wealth Partners
Massachusetts
– – -337 Closed
FAM
759
Flaharty Asset Management
Florida
– – -187 Closed
GSEP
760
Golden State Equity Partners
California
– – -167 Closed
WI
761
Wintrust Investments
Illinois
– – -162 Closed
PW
762
Paladin Wealth
Minnesota
– – -146 Closed
Group One Trading
763
Group One Trading
Illinois
– – -140 Closed
ATS
764
Ashton Thomas Securities
New York
– – -132 Closed
TLA
765
Tanglewood Legacy Advisors
Texas
– – -100 Closed
LIS
766
Legacy Investment Solutions
Idaho
– – -20 Closed
LWMI
767
Legacy Wealth Management (Idaho)
Idaho
– – -20 Closed
CPA
768
Capital Performance Advisors
California
– – -18 Closed
FFA
769
Frazier Financial Advisors
Ohio
– – -16 Closed
ANBT
770
American National Bank & Trust
Texas
– – -10 Closed
HGERS
771
Householder Group Estate & Retirement Specialist
Arizona
– – -9 Closed
CA
772
Claris Advisors
Missouri
– – -5 Closed
RFS
773
Richardson Financial Services
Massachusetts
– – -4 Closed
GCM
774
Genus Capital Management
British Columbia, Canada
– – – –
EAM
775
Erste Asset Management
Austria
– – – –
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