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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 %
AC
826
Allstate Corporation
Illinois
– -$1.16M -3,561 Closed
Bank of Nova Scotia
827
Bank of Nova Scotia
Ontario, Canada
– -$941K -2,876 Closed
LCGC
828
Legacy Capital Group California
California
– -$831K -2,539 Closed
MAM
829
Martingale Asset Management
Massachusetts
– -$737K -2,253 Closed
CBUSF
830
Construction & Building Unions Superannuation Fund
Australia
– -$687K -2,100 Closed
PA
831
Procyon Advisors
Connecticut
– -$625K -1,910 Closed
Balyasny Asset Management
832
Balyasny Asset Management
Illinois
– -$560K -1,711 Closed
BPAMU
833
BTG Pactual Asset Management US
New York
– -$523K -1,600 Closed
Squarepoint
834
Squarepoint
New York
– -$523K -1,600 Closed
TFS
835
Thoroughbred Financial Services
Tennessee
– -$492K -1,504 Closed
FAM
836
Fairtree Asset Management
South Africa
– -$475K -1,453 Closed
CF
837
Corebridge Financial
Texas
– -$432K -1,322 Closed
Los Angeles Capital Management
838
Los Angeles Capital Management
California
– -$423K -1,293 Closed
CIAM
839
Caitong International Asset Management
Hong Kong
– -$413K -1,261 Closed
FDP
840
Financiere des Professionnels
Quebec, Canada
– -$410K -1,254 Closed
SOMRS
841
State of Michigan Retirement System
Michigan
– -$360K -1,100 Closed
MYAM
842
Meiji Yasuda Asset Management
Japan
– -$340K -1,040 Closed
FRM
843
Fox Run Management
Connecticut
– -$339K -1,035 Closed
SC
844
Savant Capital
Illinois
– -$332K -1,015 Closed
AC
845
ASB Consultores
Florida
– -$304K -928 Closed
ARC
846
Advisor Resource Council
Texas
– -$279K -852 Closed
FFA
847
Founders Financial Alliance
North Carolina
– -$246K -753 Closed
BCPE
848
Bain Capital Public Equity
Massachusetts
– -$226K -692 Closed
PI
849
PFG Investments
New York
– -$219K -670 Closed
MFS
850
Mattson Financial Services
Michigan
– -$194K -594 Closed
32 33
34
35 36