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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.

Holders
787
Holders Change
+13
Holders Change %
+1.68%
% of All Funds
10.56%
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
1
Dodge & Cox
California
$1.01B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$916M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.99B
4
Principal Financial Group
4
Principal Financial Group
Iowa
$599M
5
Invesco
5
Invesco
Georgia
$207M

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 Holding Trade Value Shares
Change 		Shares
Change %
Mawer Investment Management
126
Mawer Investment Management
Alberta, Canada
$19.9M -$728K -1,942 -4%
Royal London Asset Management
127
Royal London Asset Management
United Kingdom
$19.8M +$109K +291 +0.6%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$19.6M +$253K +674 +1%
Citigroup
129
Citigroup
New York
$19.3M +$1.81M +4,831 +10%
SG Americas Securities
130
SG Americas Securities
New York
$18.8M +$16.2M +43,096 +617%
SGM
131
Seven Grand Managers
New York
$18.7M – – –
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$18.4M +$992K +2,646 +6%
WC
133
Winmill & Co
New York
$18.3M – – –
Canada Life
134
Canada Life
Manitoba, Canada
$17.7M -$260K -692 -1%
Allianz Asset Management
135
Allianz Asset Management
Germany
$17.2M -$12.8M -34,060 -43%
SO
136
STRS Ohio
Ohio
$16.6M +$15.1M +40,182 +967%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$16.6M -$5.86M -15,669 -26%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$16.3M +$3.75M +10,001 +30%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$16M +$13.3M +35,485 +488%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$15.9M +$2.85M +7,596 +22%
TIM
141
Thornburg Investment Management
New Mexico
$15.8M -$1.49M -3,962 -9%
ECM
142
Eisler Capital Management
United Kingdom
$15.5M -$12.4M -33,001 -44%
UB
143
UMB Bank
Missouri
$15.4M +$23.2K +62 +0.2%
AAMU
144
AEGON Asset Management (UK)
United Kingdom
$15.4M -$3.11M -8,300 -17%
EGM
145
Engineers Gate Manager
New York
$15.3M +$14.2M +37,763 +1,192%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$15M +$348K +929 +2%
Mitsubishi UFJ Trust & Banking
147
Mitsubishi UFJ Trust & Banking
Japan
$14.9M -$1.5M -4,011 -9%
Corient Private Wealth
148
Corient Private Wealth
Florida
$14.2M -$635K -1,689 -4%
AQR Capital Management
149
AQR Capital Management
Connecticut
$14.2M -$7.34M -19,790 -34%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$14M +$3.46M +9,230 +33%
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