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LPL Financial
LPLA

Overview Fund Activity

781 hedge funds and large institutions have $29.5B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 318 increasing their positions, 254 reducing their positions, and 103 closing their positions.

Holders
781
Holders Change
+7
Holders Change %
+0.9%
% of All Funds
10.49%
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
318
Reduced
254
Closed
103
Calls
$26.7M
Puts
$26.2M
Net Calls
+$576K
Net Calls Change
+$17M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.01B
2
Norges Bank
2
Norges Bank
Norway
$402M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$916M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.99B
5
Principal Financial Group
5
Principal Financial Group
Iowa
$599M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$920M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$7.69M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$124M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Winslow Capital Management
5
Winslow Capital Management
Minnesota
$444M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$60.7M 161,900 +3,124 +2%
First Trust Advisors
77
First Trust Advisors
Illinois
$58.7M 156,647 -8,960 -5%
CFM
78
Coronation Fund Managers
South Africa
$56.6M 151,023 +27,690 +22%
Comerica Bank
79
Comerica Bank
Texas
$55.9M 149,175 -10,300 -6%
California Public Employees Retirement System
80
California Public Employees Retirement System
California
$54.6M 145,628 +8,323 +6%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$54.2M 144,580 +102,304 +242%
TC
82
TwinBeech Capital
New York
$50M 133,319 +133,319 New
LPL Financial
83
LPL Financial
California
$47.4M 126,435 +8,206 +7%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$46.6M 124,354 -53,829 -30%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$44.2M 117,846 +4,254 +4%
National Pension Service
86
National Pension Service
South Korea
$43M 114,801 +480 +0.4%
Amundi
87
Amundi
France
$42.9M 114,003 +14,975 +15%
FPAS
88
Focus Partners Advisor Solutions
Missouri
$42M 111,969 -977 -0.9%
FWP
89
Family Wealth Partners
North Carolina
$42M 111,902 -43 -0%
Renaissance Technologies
90
Renaissance Technologies
New York
$41.2M 109,800 +74,300 +209%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$39.7M 105,798 +4,564 +5%
Aberdeen Group
92
Aberdeen Group
United Kingdom
$37.8M 102,164 -35,855 -26%
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$37.7M 100,582 +52,598 +110%
MCM
94
Moore Capital Management
New York
$37.7M 100,512 +72,616 +260%
MC
95
Maverick Capital
Texas
$37.3M 99,507 -221,273 -69%
ZIG
96
Zurich Insurance Group
Switzerland
$37.3M 99,455 +99,455 New
AIM
97
Artemis Investment Management
United Kingdom
$37.2M 99,125 -15,655 -14%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$36.8M 98,138 +10,445 +12%
RPI
99
Railway Pension Investments
United Kingdom
$36.2M 96,500 +20,000 +26%
Hudson Bay Capital Management
100
Hudson Bay Capital Management
Connecticut
$34.5M 92,076 -160,503 -64%
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