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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$55.5M 170,086 -6,952 -4%
Stifel Financial
77
Stifel Financial
Missouri
$54M 165,291 +42,460 +35%
MCM
78
Moore Capital Management
New York
$52.4M 160,607 +160,607 New
Franklin Resources
79
Franklin Resources
California
$49.7M 152,319 -107,600 -41%
Wellington Management Group
80
Wellington Management Group
Massachusetts
$49.2M 150,670 -76,487 -34%
Amundi
81
Amundi
France
$48.5M 145,443 +90,775 +166%
Point72 Asset Management
82
Point72 Asset Management
Connecticut
$48M 147,089 -203,293 -58%
California Public Employees Retirement System
83
California Public Employees Retirement System
California
$46M 140,991 -4,035 -3%
Man Group
84
Man Group
United Kingdom
$44.9M 137,568 -311,358 -69%
ECM
85
ExodusPoint Capital Management
New York
$44.2M 135,475 +70,940 +110%
Comerica Bank
86
Comerica Bank
Texas
$41M 125,544 +11,798 +10%
National Pension Service
87
National Pension Service
South Korea
$39.1M 119,724 +2,000 +2%
BAMCO Inc
88
BAMCO Inc
New York
$39.1M 119,704 +54,256 +83%
AllianceBernstein
89
AllianceBernstein
Tennessee
$38.1M 116,703 -34,903 -23%
SEI Investments
90
SEI Investments
Pennsylvania
$37.8M 115,732 +28,072 +32%
LPL Financial
91
LPL Financial
California
$37.6M 115,273 +9,138 +9%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$37M 113,287 +3,425 +3%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$36.4M 111,345 -46,444 -29%
Jennison Associates
94
Jennison Associates
New York
$35.3M 108,256 +13,406 +14%
FWP
95
Family Wealth Partners
North Carolina
$35.2M 107,861 -40,035 -27%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$34.1M 104,529 -43,940 -30%
RhumbLine Advisers
97
RhumbLine Advisers
Massachusetts
$33.1M 101,446 -4,367 -4%
Invesco
98
Invesco
Georgia
$32.9M 100,727 -27,914 -22%
SP
99
Solel Partners
Massachusetts
$28.4M 87,000 +87,000 New
HBCM
100
Heron Bay Capital Management
Michigan
$27.9M 85,594 -10,537 -11%
2 3
4
5 6