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LPL Financial

757 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, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $54.2M

2% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 270

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.1% less ownership

Funds ownership: 99.37%98.27% (-1.1%)

5% less funds holding

Funds holding: 800757 (-43)

12% less capital invested

Capital invested by funds: $29.7B → $26.1B (-$3.62B)

28% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 112

Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
76
Allspring Global Investments
North Carolina
$51.5M -$10.6M -29,341 -15%
Comerica Bank
77
Comerica Bank
Texas
$48.3M -$1.43M -3,957 -3%
Citigroup
78
Citigroup
New York
$47.5M +$33.1M +91,301 +177%
First Trust Advisors
79
First Trust Advisors
Illinois
$47.2M -$5.41M -14,918 -10%
DB
80
Danske Bank
Denmark
$43.7M +$10.5M +28,863 +28%
LPL Financial
81
LPL Financial
California
$42.9M +$893K +2,463 +2%
SEI Investments
82
SEI Investments
Pennsylvania
$41.2M -$107M -295,555 -70%
Marshall Wace
83
Marshall Wace
United Kingdom
$40.2M +$36.3M +100,217 +489%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$39.8M +$654K +1,804 +2%
Amundi
85
Amundi
France
$39.5M +$4.57M +12,597 +11%
Victory Capital Management
86
Victory Capital Management
Texas
$39.3M +$32M +88,302 +296%
National Pension Service
87
National Pension Service
South Korea
$38.9M +$792K +2,186 +2%
SCA
88
Southpoint Capital Advisors
New York
$38.3M -$90.6M -250,000 -68%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$38M +$4.96M +13,696 +14%
Ameriprise
90
Ameriprise
Minnesota
$37.5M -$56.9M -156,966 -58%
FWP
91
Family Wealth Partners
North Carolina
$35.1M -$2.27M -6,258 -6%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$34.4M -$834K -2,301 -2%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$33.7M +$1.19M +3,283 +3%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$33.1M +$20.2M +55,598 +125%
Hudson Bay Capital Management
95
Hudson Bay Capital Management
Connecticut
$33M +$2.55M +7,042 +8%
Aberdeen Group
96
Aberdeen Group
United Kingdom
$30.8M -$3.43M -9,470 -9%
SP
97
Solel Partners
Massachusetts
$28.9M
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$28.4M +$12.1M +33,306 +64%
Renaissance Technologies
99
Renaissance Technologies
New York
$27.5M -$9.86M -27,200 -25%
Swedbank
100
Swedbank
Sweden
$26.8M +$21M +58,000 +258%

LPLA Hedge Fund Activity: Q3 2025 in Review

757 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2025, worth a combined $26.1B — down 12% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LPLA and 81 opened new positions — a net loss of 31 holders — while 270 trimmed existing stakes and 276 added.

The largest buyer was Capital World Investors, adding an estimated $947M. The largest seller was Fidelity Investments, cutting an estimated $483M.

  • 757 institutional investors held LPL Financial (LPLA) as of Q3 2025, down from 800 in Q2 2025.
  • Funds reported $26.1B of LPL Financial stock for Q3 2025, down 12% quarter-over-quarter.
  • 81 funds opened new LPL Financial positions in Q3 2025 and 112 closed out, a net change of -31 holders.
  • The largest LPL Financial buyer in Q3 2025 was Capital World Investors, an estimated $947M added.
  • The largest LPL Financial seller in Q3 2025 was Fidelity Investments, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2025.