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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 %
Hudson Bay Capital Management
101
Hudson Bay Capital Management
Connecticut
$34.5M -$60.2M -160,503 -64%
Millennium Management
102
Millennium Management
New York
$32.8M -$14.5M -38,801 -31%
SP
103
Solel Partners
Massachusetts
$32.6M – – –
HBCM
104
Heron Bay Capital Management
Michigan
$30.9M -$646K -1,724 -2%
PMAM
105
Picton Mahoney Asset Management
Ontario, Canada
$30.8M +$5.19M +13,848 +20%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$29.9M +$7.21M +19,225 +32%
SC
107
Shellback Capital
Massachusetts
$28.7M +$28.7M +76,501 New
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$28.4M +$1M +2,673 +4%
SFI
109
Susquehanna Fundamental Investments
Pennsylvania
$28M – – –
CVA
110
Ceredex Value Advisors
Florida
$26.8M -$8.37M -22,325 -24%
BGM
111
Burkehill Global Management
New York
$26.2M -$5.62M -15,000 -18%
FWIA
112
Fort Washington Investment Advisors
Ohio
$26M +$1.25M +3,322 +5%
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$25.7M +$3.86M +10,293 +18%
Barclays
114
Barclays
United Kingdom
$24.3M +$7.95M +21,211 +49%
TAM
115
Trillium Asset Management
Massachusetts
$24.1M -$853K -2,274 -3%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$23.2M -$4.75M -12,680 -17%
New York State Common Retirement Fund
117
New York State Common Retirement Fund
New York
$22.1M +$617K +1,645 +3%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$21.9M +$6.19M +16,507 +39%
Korea Investment Corp
119
Korea Investment Corp
South Korea
$21.3M -$1.26M -3,372 -6%
FVWA
120
Foster Victor Wealth Advisors
South Carolina
$21.2M +$377K +989 +2%
Aviva
121
Aviva
United Kingdom
$21M +$1.39M +3,708 +7%
CPC
122
Cookson Peirce & Co
Pennsylvania
$20.6M +$19.2M +51,321 +1,409%
LPCM
123
Lynwood Price Capital Management
Texas
$20.2M +$562K +1,500 +3%
FGP
124
Freestone Grove Partners
California
$20.1M +$20.1M +53,517 New
GKIM
125
GW&K Investment Management
Massachusetts
$20M -$129K -345 -0.6%
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5
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