We are live on ! Find out more
LPLA icon

LPL Financial

757 hedge funds and large institutions have $26.1B invested in LPL Financial in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $54.2M

2% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 270

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.1% less ownership

Funds ownership: 99.37%98.27% (-1.1%)

5% less funds holding

Funds holding: 800757 (-43)

12% less capital invested

Capital invested by funds: $29.7B → $26.1B (-$3.62B)

28% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 112

Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
751
Pacer Advisors
Pennsylvania
$665
RS
752
Rakuten Securities
Japan
$665 +$362 +1 +100%
DWM
753
Dogwood Wealth Management
Kansas
$333
IAS
754
IMA Advisory Services
Colorado
$333
DCM
755
Davis Capital Management
Florida
$333 +$362 +1 New
Winslow Capital Management
756
Winslow Capital Management
Minnesota
-$444M -1,183,069 Closed
Norges Bank
757
Norges Bank
Norway
-$402M -1,072,919 Closed
ECU
758
Egerton Capital (UK)
United Kingdom
-$312M -832,516 Closed
PCM
759
Palestra Capital Management
New York
-$142M -379,934 Closed
Artisan Partners
760
Artisan Partners
Wisconsin
-$138M -367,426 Closed
TC
761
TwinBeech Capital
New York
-$50M -133,319 Closed
MCM
762
Moore Capital Management
New York
-$37.7M -100,512 Closed
MC
763
Maverick Capital
Texas
-$37.3M -99,507 Closed
ZIG
764
Zurich Insurance Group
Switzerland
-$37.3M -99,455 Closed
SC
765
Shellback Capital
Massachusetts
-$28.7M -76,501 Closed
FGP
766
Freestone Grove Partners
California
-$20.1M -53,517 Closed
Qube Research & Technologies (QRT)
767
Qube Research & Technologies (QRT)
United Kingdom
-$16M -42,763 Closed
ECM
768
Eisler Capital Management
United Kingdom
-$15.5M -41,385 Closed
AAMU
769
AEGON Asset Management (UK)
United Kingdom
-$15.4M -41,058 Closed
Adage Capital Partners
770
Adage Capital Partners
Massachusetts
-$12M -32,000 Closed
TCM
771
Thames Capital Management
New Jersey
-$10.9M -28,954 Closed
CCM
772
Channing Capital Management
Illinois
-$8.83M -23,552 Closed
CM
773
Castleark Management
Illinois
-$8.46M -22,550 Closed
SSA
774
Schonfeld Strategic Advisors
New York
-$8.31M -22,153 Closed
Voloridge Investment Management
775
Voloridge Investment Management
Florida
-$6.17M -16,446 Closed

LPLA Hedge Fund Activity: Q3 2025 in Review

757 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2025, worth a combined $26.1B — down 12% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LPLA and 81 opened new positions — a net loss of 31 holders — while 270 trimmed existing stakes and 276 added.

The largest buyer was Capital World Investors, adding an estimated $947M. The largest seller was Fidelity Investments, cutting an estimated $483M.

  • 757 institutional investors held LPL Financial (LPLA) as of Q3 2025, down from 800 in Q2 2025.
  • Funds reported $26.1B of LPL Financial stock for Q3 2025, down 12% quarter-over-quarter.
  • 81 funds opened new LPL Financial positions in Q3 2025 and 112 closed out, a net change of -31 holders.
  • The largest LPL Financial buyer in Q3 2025 was Capital World Investors, an estimated $947M added.
  • The largest LPL Financial seller in Q3 2025 was Fidelity Investments, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2025.