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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
10.55%
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
+$442M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$347M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$230M
4
Principal Financial Group
Principal Financial Group
Iowa
+$209M
5
Invesco
Invesco
Georgia
+$169M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$267M
2
Marshall Wace
Marshall Wace
United Kingdom
-$246M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$123M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$108M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERSOT
76
Employees Retirement System of Texas
Texas
$61.1M -$13M -34,600 -18%
Deutsche Bank
77
Deutsche Bank
Germany
$60.7M +$1.17M +3,124 +2%
First Trust Advisors
78
First Trust Advisors
Illinois
$58.7M -$3.36M -8,960 -5%
CFM
79
Coronation Fund Managers
South Africa
$56.6M +$10.4M +27,690 +22%
Comerica Bank
80
Comerica Bank
Texas
$55.9M -$3.86M -10,300 -6%
California Public Employees Retirement System
81
California Public Employees Retirement System
California
$54.6M +$3.12M +8,323 +6%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$54.2M +$38.4M +102,304 +242%
TC
83
TwinBeech Capital
New York
$50M +$50M +133,319 New
LPL Financial
84
LPL Financial
California
$47.4M +$3.08M +8,206 +7%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$46.6M -$20.2M -53,829 -30%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$44.2M +$1.6M +4,254 +4%
National Pension Service
87
National Pension Service
South Korea
$43M +$180K +480 +0.4%
Amundi
88
Amundi
France
$42.9M +$5.64M +14,975 +15%
FPAS
89
Focus Partners Advisor Solutions
Missouri
$42M -$366K -977 -0.9%
FWP
90
Family Wealth Partners
North Carolina
$42M -$16.1K -43 -0%
Renaissance Technologies
91
Renaissance Technologies
New York
$41.2M +$27.9M +74,300 +209%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$39.7M +$1.71M +4,564 +5%
Aberdeen Group
93
Aberdeen Group
United Kingdom
$37.8M -$13.3M -35,855 -26%
Ensign Peak Advisors
94
Ensign Peak Advisors
Utah
$37.7M +$19.7M +52,598 +110%
MCM
95
Moore Capital Management
New York
$37.7M +$27.2M +72,616 +260%
MC
96
Maverick Capital
Texas
$37.3M -$83M -221,273 -69%
ZIG
97
Zurich Insurance Group
Switzerland
$37.3M +$37.3M +99,455 New
AIM
98
Artemis Investment Management
United Kingdom
$37.2M -$5.87M -15,655 -14%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$36.8M +$3.92M +10,445 +12%
RPI
100
Railway Pension Investments
United Kingdom
$36.2M +$7.5M +20,000 +26%
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4
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