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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
CM
801
Capula Management
Cayman Islands
-$600K -1,600 Closed
OIS
802
Okabena Investment Services
Minnesota
-$575K -1,533 Closed
YC
803
Yarbrough Capital
Tennessee
-$555K -1,481 Closed
GC
804
Globeflex Capital
California
-$532K -1,420 Closed
SRL
805
Scientech Research LLC
New Jersey
-$530K -1,413 Closed
JSAM
806
J. Safra Asset Management
New York
-$528K -1,408 Closed
RS
807
R Squared
Hong Kong
-$464K -1,237 Closed
BAM
808
Blueshift Asset Management
New Jersey
-$451K -1,202 Closed
Axa
809
Axa
France
-$442K -1,178 Closed
RAM
810
Readystate Asset Management
Illinois
-$431K -1,149 Closed
CMF
811
Counterpoint Mutual Funds
California
-$417K -1,111 Closed
BAM
812
Bullseye Asset Management
Colorado
-$415K -1,108 Closed
EAM
813
Erste Asset Management
Austria
-$362K -1,000 Closed
MWA
814
MFA Wealth Advisors
Pennsylvania
-$363K -969 Closed
VSQM
815
V-Square Quantitative Management
Illinois
-$363K -968 Closed
DWM
816
Dakota Wealth Management
Florida
-$351K -937 Closed
PTC
817
Petrus Trust Company
Texas
-$338K -902 Closed
BOTPPF
818
Board of the Pension Protection Fund
United Kingdom
-$337K -900 Closed
HKIMG
819
Hutchens & Kramer Investment Management Group
Indiana
-$311K -835 Closed
CAS
820
CTC Alternative Strategies
Illinois
-$300K -800 Closed
UFF
821
USA Financial Formulas
Michigan
-$268K -716 Closed
OFS
822
OneAscent Financial Services
Alabama
-$260K -696 Closed
FAIM
823
Financial Advocates Investment Management
Washington
-$252K -672 Closed
SCM
824
Stevens Capital Management
Pennsylvania
-$247K -660 Closed
KPWS
825
Kestra Private Wealth Services
Texas
-$235K -627 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.