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LPL Financial
LPLA

Overview Fund Activity

774 hedge funds and large institutions have $25.3B invested in LPL Financial in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 315 increasing their positions, 217 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+58
Holders Change %
+8.1%
% of All Funds
10.52%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.34%
New
129
Increased
315
Reduced
217
Closed
57
Calls
$81.4M
Puts
$97.9M
Net Calls
-$16.4M
Net Calls Change
-$2.32M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$477M
2
Dodge & Cox
Dodge & Cox
California
$498M
3
Principal Financial Group
Principal Financial Group
Iowa
$340M
4
Jennison Associates
Jennison Associates
New York
$314M
5
AllianceBernstein
AllianceBernstein
Tennessee
$248M

Top Sellers

1
Millennium Management
Millennium Management
New York
$41.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$560K
3
Boston Partners
Boston Partners
Massachusetts
$1.15B
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
MC
Maverick Capital
Texas
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
CVA
101
Ceredex Value Advisors
Florida
$30.7M +$30.7M +93,875 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$28.7M +$27.9M +85,177 +3,385%
SP
103
Solel Partners
Massachusetts
$28.5M – – –
BGM
104
Burkehill Global Management
New York
$27.8M +$27.8M +85,000 New
HBCM
105
Heron Bay Capital Management
Michigan
$27.6M -$443K -1,355 -2%
Allianz Asset Management
106
Allianz Asset Management
Germany
$26.2M +$20.2M +61,639 +335%
RPI
107
Railway Pension Investments
United Kingdom
$25M +$25M +76,500 New
Russell Investments Group
108
Russell Investments Group
United Kingdom
$24.5M +$2.93M +8,940 +14%
SFI
109
Susquehanna Fundamental Investments
Pennsylvania
$24.4M – – –
ECM
110
Eisler Capital Management
United Kingdom
$24.4M +$24.4M +74,386 New
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$23.9M – – –
SCM
112
SCS Capital Management
Massachusetts
$23.7M +$23.7M +72,528 New
Blackstone Inc
113
Blackstone Inc
New York
$22.9M +$22.9M +70,000 New
PMAM
114
Picton Mahoney Asset Management
Ontario, Canada
$22.3M +$3.61M +11,041 +19%
TAM
115
Trillium Asset Management
Massachusetts
$21.8M -$574K -1,755 -3%
FWIA
116
Fort Washington Investment Advisors
Ohio
$21.6M -$45.8K -140 -0.2%
BAMF
117
BI Asset Management Fondsmaeglerselskab
Denmark
$20.4M +$14.2M +43,558 +233%
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$20.3M +$18.5M +56,510 +1,004%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$19.8M +$1.64M +5,025 +9%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$19.7M -$16.8M -51,208 -46%
Korea Investment Corp
121
Korea Investment Corp
South Korea
$19.7M +$3.75M +11,452 +24%
Mitsubishi UFJ Asset Management
122
Mitsubishi UFJ Asset Management
Japan
$19.1M +$1.18M +3,620 +7%
AQR Capital Management
123
AQR Capital Management
Connecticut
$19M +$4.9M +14,977 +35%
New York State Common Retirement Fund
124
New York State Common Retirement Fund
New York
$18.7M +$4.95M +15,122 +36%
WHG
125
Westwood Holdings Group
Texas
$18M -$4.96M -15,155 -22%
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5
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