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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 %
Millennium Management
101
Millennium Management
New York
$32.8M 87,475 -38,801 -31%
SP
102
Solel Partners
Massachusetts
$32.6M 87,000 – –
HBCM
103
Heron Bay Capital Management
Michigan
$30.9M 82,515 -1,724 -2%
PMAM
104
Picton Mahoney Asset Management
Ontario, Canada
$30.8M 82,157 +13,848 +20%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$29.9M 79,617 +19,225 +32%
SC
106
Shellback Capital
Massachusetts
$28.7M 76,501 +76,501 New
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$28.4M 75,765 +2,673 +4%
SFI
108
Susquehanna Fundamental Investments
Pennsylvania
$28M 74,696 – –
CVA
109
Ceredex Value Advisors
Florida
$26.8M 71,550 -22,325 -24%
BGM
110
Burkehill Global Management
New York
$26.2M 70,000 -15,000 -18%
FWIA
111
Fort Washington Investment Advisors
Ohio
$26M 69,247 +3,322 +5%
Mitsubishi UFJ Asset Management
112
Mitsubishi UFJ Asset Management
Japan
$25.7M 68,544 +10,293 +18%
Barclays
113
Barclays
United Kingdom
$24.3M 64,783 +21,211 +49%
TAM
114
Trillium Asset Management
Massachusetts
$24.1M 64,347 -2,274 -3%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$23.2M 61,990 -12,680 -17%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$22.1M 58,908 +1,645 +3%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$21.9M 58,489 +16,507 +39%
Korea Investment Corp
118
Korea Investment Corp
South Korea
$21.3M 56,731 -3,372 -6%
FVWA
119
Foster Victor Wealth Advisors
South Carolina
$21.2M 55,647 +989 +2%
Aviva
120
Aviva
United Kingdom
$21M 56,003 +3,708 +7%
CPC
121
Cookson Peirce & Co
Pennsylvania
$20.6M 54,964 +51,321 +1,409%
LPCM
122
Lynwood Price Capital Management
Texas
$20.2M 54,000 +1,500 +3%
FGP
123
Freestone Grove Partners
California
$20.1M 53,517 +53,517 New
GKIM
124
GW&K Investment Management
Massachusetts
$20M 53,431 -345 -0.6%
Mawer Investment Management
125
Mawer Investment Management
Alberta, Canada
$19.9M 52,984 -1,942 -4%
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5
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