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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 %
LOM
851
LTS One Management
New York
– -$164K -500 Closed
UOTTAIMCU
852
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$151K -463 Closed
HT
853
Headlands Technologies
Illinois
– -$130K -396 Closed
GLF
854
Groupe la Francaise
France
– -$125K -376 Closed
Simplex Trading
855
Simplex Trading
Illinois
– -$122K -375 Closed
Acadian Asset Management
856
Acadian Asset Management
Massachusetts
– -$121K -371 Closed
SW
857
SVB Wealth
Massachusetts
– -$90.3K -276 Closed
HCP
858
Hexagon Capital Partners
Arkansas
– -$73.6K -225 Closed
VBA
859
von Borstel & Associates
Oregon
– -$66K -203 Closed
AF
860
Atala Financial
California
– -$58.9K -180 Closed
CWC
861
Carolinas Wealth Consulting
North Carolina
– -$55.6K -170 Closed
RTC
862
Riverview Trust Company
Washington
– -$37K -113 Closed
CHC
863
City Holding Co
West Virginia
– -$33.7K -103 Closed
PIM
864
Plato Investment Management
Australia
– -$26.8K -81 Closed
WAOTB
865
Wealth Advisors of Tampa Bay
Florida
– -$26.5K -81 Closed
SSG
866
Summit Securities Group
New York
– -$26.2K -80 Closed
WF
867
Wayfinding Financial
Washington
– -$22K -68 Closed
PA
868
PSI Advisors
Florida
– -$16.4K -50 Closed
GFPC
869
Global Financial Private Client
Florida
– -$16K -49 Closed
GWSA
870
Global Wealth Strategies & Associates
Colorado
– -$14.4K -44 Closed
APF
871
Alaska Permanent Fund
Alaska
– -$12.2K -38 Closed
SCB
872
Saudi Central Bank
Saudi Arabia
– -$9.49K -29 Closed
ETS
873
ESL Trust Services
New York
– -$8.18K -25 Closed
MIM
874
Marshall Investment Management
Colorado
– -$4.91K -15 Closed
RJA
875
Ross\Johnson & Associates
Minnesota
– -$2.29K -7 Closed
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