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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
BNP Paribas Asset Management
776
BNP Paribas Asset Management
France
-$6.08M -16,202 Closed
ECM
777
ExodusPoint Capital Management
New York
-$5.51M -14,690 Closed
DT
778
Diversified Trust
Tennessee
-$3.05M -8,132 Closed
AS
779
Aware Super
Australia
-$2.71M -7,232 Closed
AWM
780
AE Wealth Management
Kansas
-$2.7M -7,211 Closed
GAM
781
Generali Asset Management
Italy
-$2.23M -5,955 Closed
NEI
782
Northwest & Ethical Investments
Ontario, Canada
-$1.99M -5,460 Closed
DTL
783
Dynamic Technology Lab
Singapore
-$1.79M -4,766 Closed
WG
784
Winton Group
United Kingdom
-$1.66M -4,428 Closed
MF
785
Magnetar Financial
Illinois
-$1.66M -4,421 Closed
SSIM
786
Sheets Smith Investment Management
Texas
-$1.62M -4,330 Closed
CHP
787
Castle Hook Partners
New York
-$1.52M -4,046 Closed
MC
788
Machina Capital
France
-$1.12M -2,999 Closed
BCM
789
Bayesian Capital Management
New York
-$1.09M -2,900 Closed
GCP
790
GSA Capital Partners
United Kingdom
-$1.06M -2,838 Closed
FF
791
Friedenthal Financial
New Jersey
-$1M -2,674 Closed
PEAK6
792
PEAK6
Illinois
-$973K -2,595 Closed
VI
793
Versor Investments
New York
-$966K -2,576 Closed
MCM
794
Maltese Capital Management
New York
-$937K -2,500 Closed
RL
795
Retireful LLC
Michigan
-$875K -2,334 Closed
EMAM
796
Encompass More Asset Management
California
-$855K -2,279 Closed
OAM
797
Oxford Asset Management
United Kingdom
-$823K -2,196 Closed
SSWM
798
Sheets Smith Wealth Management
North Carolina
-$682K -1,820 Closed
DFCM
799
Dark Forest Capital Management
Puerto Rico
-$672K -1,793 Closed
SC
800
SummitTX Capital
Texas
-$602K -1,606 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.