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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 %
Citadel Advisors
776
Citadel Advisors
Florida
– -$98M -300,199 Closed
Point72 Asset Management
777
Point72 Asset Management
Connecticut
– -$48M -147,089 Closed
ECM
778
ExodusPoint Capital Management
New York
– -$44.2M -135,475 Closed
TCM
779
Tybourne Capital Management
Hong Kong
– -$25.2M -77,285 Closed
CHP
780
Castle Hook Partners
New York
– -$24.9M -76,135 Closed
RCM
781
Rivermont Capital Management
New York
– -$19.6M -60,062 Closed
PI
782
PineBridge Investments
New York
– -$7M -21,451 Closed
HF
783
HRT Financial
New York
– -$6.79M -20,801 Closed
CM
784
Crestline Management
Texas
– -$6.46M -19,783 Closed
TC
785
TwinBeech Capital
New York
– -$5.3M -16,217 Closed
PCM
786
Pinnbrook Capital Management
New York
– -$4.99M -15,285 Closed
Arrowstreet Capital
787
Arrowstreet Capital
Massachusetts
– -$4.31M -13,202 Closed
CCM
788
Cobalt Capital Management
New Jersey
– -$3.92M -12,000 Closed
BBP
789
Banco BTG Pactual
Brazil
– -$3.28M -10,000 Closed
FCM
790
FJ Capital Management
Virginia
– -$2.92M -8,946 Closed
FHB
791
First Hawaiian Bank
Hawaii
– -$1.73M -5,293 Closed
WP
792
WMS Partners
Maryland
– -$1.63M -5,005 Closed
BFG
793
Bleakley Financial Group
New Jersey
– -$1.59M -4,857 Closed
SRL
794
Scientech Research LLC
New Jersey
– -$1.21M -3,698 Closed
BAM
795
Belpointe Asset Management
Nevada
– -$828K -3,691 Closed
FCM
796
Fieldview Capital Management
Michigan
– -$1.15M -3,532 Closed
GAM
797
Generali Asset Management
Italy
– -$1.03M -3,159 Closed
FCA
798
Fortis Capital Advisors
Kansas
– -$611K -2,722 Closed
CFGS
799
Concourse Financial Group Securities
Alabama
– -$912K -2,555 Closed
Jacobs Levy Equity Management
800
Jacobs Levy Equity Management
New Jersey
– -$765K -2,344 Closed
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