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LPL Financial
LPLA

762 hedge funds and large institutions have $23.3B invested in LPL Financial in 2026 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 253 increasing their positions, 301 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $91.5M | Put options by funds: $28.2M

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

4% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 90

0.79% more ownership

Funds ownership: 102.66% → 103.45% (+0.79%)

1% less funds holding

Funds holding: 767 → 762 (-5)

6% less capital invested

Capital invested by funds: $24.8B → $23.3B (-$1.53B)

16% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 301

Holders
762
Holders Change
-5
Holders Change %
-0.65%
% of All Funds
9.2%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
94
Increased
253
Reduced
301
Closed
90
Calls
$91.5M
Puts
$28.2M
Net Calls
+$63.3M
Net Calls Change
+$71.2M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$401M
2
Marshall Wace
Marshall Wace
United Kingdom
+$293M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$219M
4
Jane Street
Jane Street
New York
+$163M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$137M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$724M
2
LPC
Lone Pine Capital
Connecticut
-$249M
3
Millennium Management
Millennium Management
New York
-$205M
4
Morgan Stanley
Morgan Stanley
New York
-$127M
5
JP Morgan Chase
JP Morgan Chase
New York
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
751
Salem Investment Counselors
North Carolina
$564 +$600 +2 New
GSEP
752
Golden State Equity Partners
California
$563 – – –
BFS
753
Bare Financial Services
Pennsylvania
$563 +$600 +2 New
DCM
754
Davis Capital Management
Florida
$563 +$600 +2 New
TM
755
Torren Management
California
$283 – – –
RS
756
Rakuten Securities
Japan
$282 -$300 -1 -50%
IAS
757
IMA Advisory Services
Colorado
$282 – – –
DF
758
Downshift Financial
Colorado
$282 +$300 +1 New
MCA
759
Maryland Capital Advisors
Maryland
$282 +$300 +1 New
ANBT
760
American National Bank & Trust
Texas
$281 – – –
DWM
761
Darwin Wealth Management
Florida
$214 – – –
HHGA
762
Halbert Hargrove Global Advisors
California
$155 +$300 +1 New
CCM
763
Cantillon Capital Management
New York
– -$97.7M -324,927 Closed
JCM
764
Junto Capital Management
New York
– -$71.8M -238,515 Closed
WHG
765
Westwood Holdings Group
Texas
– -$32.9M -109,442 Closed
LPCM
766
Lynwood Price Capital Management
Texas
– -$17.9M -59,500 Closed
AIM
767
Artemis Investment Management
United Kingdom
– -$15.6M -51,927 Closed
MR
768
Munich Reinsurance
– -$11.3M -37,605 Closed
DCM
769
Donaldson Capital Management
Indiana
– -$8.54M -28,398 Closed
1M
770
1248 Management
Missouri
– -$4.17M -13,873 Closed
CCM
771
Cinctive Capital Management
New York
– -$4.09M -13,611 Closed
KCM
772
Kornitzer Capital Management
Kansas
– -$4.06M -13,500 Closed
JGC
773
J. Goldman & Co
New York
– -$2.5M -8,300 Closed
LCM
774
Laurion Capital Management
New York
– -$2.11M -7,000 Closed
JWM
775
Jackson Wealth Management
Florida
– -$1.81M -6,018 Closed
29 30
31
32 33

LPLA Hedge Fund Activity: Q2 2026 in Review

762 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q2 2026, worth a combined $23.3B — down 6.2% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new LPLA positions and 90 closed out — a net gain of 4 holders — while 253 added to existing stakes and 301 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $401M. The largest seller was Massachusetts Financial Services, cutting an estimated $724M.

  • 762 institutional investors held LPL Financial (LPLA) as of Q2 2026, down from 767 in Q1 2026.
  • Funds reported $23.3B of LPL Financial stock for Q2 2026, down 6.2% quarter-over-quarter.
  • 94 funds opened new LPL Financial positions in Q2 2026 and 90 closed out, a net change of +4 holders.
  • The largest LPL Financial buyer in Q2 2026 was Goldman Sachs, an estimated $401M added.
  • The largest LPL Financial seller in Q2 2026 was Massachusetts Financial Services, an estimated $724M sold.

Based on aggregated 13F filings for Q2 2026.