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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
801
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$8.18M -25,000 Closed
Walleye Trading
802
Walleye Trading
New York
– -$7.2M -22,001 Closed
SC
803
Sculptor Capital
New York
– -$6.54M -20,000 Closed
PE
804
Point72 Europe
United Kingdom
– -$6.54M -19,996 Closed
NFA
805
Northwest Financial Advisors
Virginia
– -$5.07M -15,505 Closed
PCM
806
Polymer Capital Management
New York
– -$4.09M -12,500 Closed
GC
807
Gillson Capital
Illinois
– -$4.09M -12,500 Closed
WAM
808
Weiss Asset Management
Massachusetts
– -$4.09M -12,500 Closed
EC
809
Estate Counselors
Wisconsin
– -$4.07M -12,430 Closed
HI
810
HBK Investments
Texas
– -$3.27M -10,000 Closed
OCM
811
Ovata Capital Management
Hong Kong
– -$3.27M -10,000 Closed
XT
812
XTX Topco
Cayman Islands
– -$3.06M -9,355 Closed
BCPEMI
813
Bain Capital Public Equity Management II
Massachusetts
– -$3.05M -9,308 Closed
SI
814
Symmetry Investments
Jersey
– -$2.45M -7,500 Closed
UOC
815
UBS O'Connor
Illinois
– -$2.45M -7,500 Closed
SL
816
Siren LLC
Connecticut
– -$2.45M -7,500 Closed
QIM
817
Quantitative Investment Management
Virginia
– -$2.39M -7,296 Closed
DF
818
Donoghue Forlines
Massachusetts
– -$2.31M -7,054 Closed
FC
819
FORA Capital
Florida
– -$1.73M -5,283 Closed
MS
820
Maven Securities
Jersey
– -$1.64M -5,000 Closed
WP
821
Woodline Partners
California
– -$1.64M -5,000 Closed
MIF
822
Mediolanum International Funds
Ireland
– -$1.64M -4,878 Closed
Tudor Investment Corp
823
Tudor Investment Corp
Connecticut
– -$1.49M -4,559 Closed
PA
824
Prossimo Advisors
California
– -$1.24M -3,785 Closed
VIM
825
Vinva Investment Management
Australia
– -$1.25M -3,721 Closed
31 32
33
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