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LPL Financial
LPLA
LPLA
825 hedge funds and large institutions have $29B invested in LPL Financial in 2025 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 257 increasing their positions, 275 reducing their positions, and 82 closing their positions.
New
Increased
Maintained
Reduced
Closed
96% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 82
11% more capital invested
Capital invested by funds: $26.1B → $29B (+$2.92B)
9% more funds holding
Funds holding: 757 → 825 (+68)
3.46% more ownership
Funds ownership: 98.27% → 101.73% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
7% less repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 275
27% less call options, than puts
Call options by funds: $72.7M | Put options by funds: $100M
Holders
825
Holders Change
+68
Holders Change %
+8.98%
% of All Funds
10.04%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
161
Increased
257
Reduced
275
Closed
82
Calls
$72.7M
Puts
$100M
Net Calls
-$27.5M
Net Calls Change
-$47.4M
Top Buyers
Top Sellers
| 1 |
Jennison Associates
New York
|
-$351M |
| 2 |
Millennium Management
New York
|
-$265M |
| 3 |
AM
AGF Management
Toronto,
Ontario, Canada
|
-$179M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$162M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$117M |
