LPL Financial
LPLA
LPLA
755 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, 274 increasing their positions, 270 reducing their positions, and 111 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
5% less funds holding
Funds holding: 797 → 755 (-42)
12% less capital invested
Capital invested by funds: $29.7B → $26.1B (-$3.62B)
27% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 111
Holders
755
Holding in Top 10
21
Calls
$74.1M
Puts
$54.2M
Top Buyers
| 1 | +$947M | |
| 2 | +$350M | |
| 3 | +$290M | |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$227M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$139M |
Top Sellers
| 1 | -$483M | |
| 2 | -$444M | |
| 3 | -$312M | |
| 4 |
PCM
Palestra Capital Management
New York
|
-$142M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$138M |