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LPL Financial
LPLA

Overview Fund Activity

787 hedge funds and large institutions have $29.7B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 322 increasing their positions, 256 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+13
Holders Change %
+1.68%
% of All Funds
10.56%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.28%
New
128
Increased
322
Reduced
256
Closed
103
Calls
$44.1M
Puts
$36.7M
Net Calls
+$7.44M
Net Calls Change
+$23.9M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.01B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$916M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.99B
4
Principal Financial Group
Principal Financial Group
Iowa
$599M
5
Invesco
Invesco
Georgia
$207M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$920M
2
Marshall Wace
Marshall Wace
United Kingdom
$7.69M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$124M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
776
Quaker Wealth Management
New Jersey
$750 +$750 +2 New
KIM
777
Kestra Investment Management
Texas
$655 – – –
DWM
778
Dogwood Wealth Management
Kansas
$384 -$1.15K -3 -75%
RS
779
Rakuten Securities
Japan
$375 -$750 -2 -67%
MCM
780
Manchester Capital Management
Vermont
$375 -$375 -1 -50%
WCM
781
WealthTrak Capital Management
Virginia
$375 -$375 -1 -50%
AWM
782
Atticus Wealth Management
Florida
$375 +$375 +1 New
IAS
783
IMA Advisory Services
Colorado
$375 +$375 +1 New
TFA
784
Transamerica Financial Advisors
Florida
$247 – – –
Canada Pension Plan Investment Board
785
Canada Pension Plan Investment Board
Ontario, Canada
– -$108M -329,607 Closed
HCM
786
HMI Capital Management
California
– -$93.8M -286,711 Closed
Alyeska Investment Group
787
Alyeska Investment Group
Illinois
– -$74.7M -228,371 Closed
Harris Associates
788
Harris Associates
Illinois
– -$44.3M -135,474 Closed
SFM
789
Soros Fund Management
New York
– -$40.9M -125,000 Closed
Blackstone Inc
790
Blackstone Inc
New York
– -$22.9M -70,000 Closed
Kovitz Investment Group Partners
791
Kovitz Investment Group Partners
Illinois
– -$20.3M -62,138 Closed
WHG
792
Westwood Holdings Group
Texas
– -$18M -55,121 Closed
CC
793
Centiva Capital
New York
– -$16.4M -50,003 Closed
PAM
794
Pamalican Asset Management
Hong Kong
– -$16.4M -50,000 Closed
BGIM
795
Brandywine Global Investment Management
Pennsylvania
– -$11.9M -36,515 Closed
DKCM
796
Davidson Kempner Capital Management
New York
– -$9.92M -31,000 Closed
LIP
797
Lighthouse Investment Partners
Florida
– -$9.91M -30,279 Closed
IP
798
Interval Partners
New York
– -$9.81M -30,000 Closed
BFM
799
Boothbay Fund Management
New York
– -$9.51M -29,084 Closed
QC
800
Quadrature Capital
United Kingdom
– -$9.43M -28,823 Closed
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