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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 %
TFA
751
Transamerica Financial Advisors
Florida
$1K – – –
CAL
752
Capital Advisors Ltd
Ohio
$1K – – –
PWM
753
Parkworth Wealth Management
California
$981 – – –
RS
754
Rakuten Securities
Japan
$981 +$654 +2 +200%
WW
755
Winnow Wealth
Texas
$709 +$236 +1 +50%
KIM
756
Kestra Investment Management
Texas
$655 -$655 -2 -50%
WTFG
757
Wood Tarver Financial Group
Idaho
$655 – – –
WCM
758
WealthTrak Capital Management
Virginia
$655 +$328 +1 +100%
MCM
759
Manchester Capital Management
Vermont
$655 +$328 +1 +100%
RWM
760
Rialto Wealth Management
New York
$655 +$655 +2 New
HIA
761
HFM Investment Advisors
New Jersey
$655 +$655 +2 New
Pacer Advisors
762
Pacer Advisors
Pennsylvania
$654 – – –
EWA
763
EQ Wealth Advisors
Texas
$654 +$654 +2 New
BHWM
764
Bay Harbor Wealth Management
Maryland
$654 +$654 +2 New
AF
765
Abound Financial
California
$639 +$639 +2 New
PWA
766
Principia Wealth Advisory
Texas
$638 – – –
HWA
767
HHM Wealth Advisors
Tennessee
$328 – – –
BCM
768
Blume Capital Management
California
$328 +$328 +1 New
ACA
769
American Capital Advisory
Idaho
$328 +$328 +1 New
CFD
770
Creative Financial Designs
Indiana
$327 -$1.64K -5 -83%
RIL
771
Rothschild Investment LLC
Illinois
$327 – – –
AWM
772
Activest Wealth Management
Florida
$327 – – –
ANBT
773
American National Bank & Trust
Texas
$327 +$327 +1 New
HHGA
774
Halbert Hargrove Global Advisors
California
$151 – – –
Norges Bank
775
Norges Bank
Norway
– -$306M -936,410 Closed
29 30
31
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