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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 %
Mawer Investment Management
126
Mawer Investment Management
Alberta, Canada
$18M -$1.01M -3,084 -5%
GKIM
127
GW&K Investment Management
Massachusetts
$17.6M +$17.6M +53,776 New
Royal London Asset Management
128
Royal London Asset Management
United Kingdom
$17.2M +$515K +1,575 +3%
LPCM
129
Lynwood Price Capital Management
Texas
$17.2M +$5.56M +17,000 +48%
Aviva
130
Aviva
United Kingdom
$17.1M +$2.34M +7,149 +16%
FVWA
131
Foster Victor Wealth Advisors
South Carolina
$17M +$62K +199 +0.4%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$16.8M -$152K -466 -0.9%
CC
133
Centiva Capital
New York
$16.4M +$15.7M +48,099 +2,526%
PAM
134
Pamalican Asset Management
Hong Kong
$16.4M +$16.4M +50,000 New
SGM
135
Seven Grand Managers
New York
$16.4M +$16.4M +50,000 New
AAMU
136
AEGON Asset Management (UK)
United Kingdom
$16.1M -$3.49M -10,683 -18%
WC
137
Winmill & Co
New York
$16M – – –
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$15.7M +$72K +220 +0.5%
Canada Life
139
Canada Life
Manitoba, Canada
$15.7M +$307K +937 +2%
Citigroup
140
Citigroup
New York
$15.3M +$5.8M +17,720 +61%
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$15.2M -$469K -1,434 -3%
Adage Capital Partners
142
Adage Capital Partners
Massachusetts
$14.7M +$4.91M +15,000 +50%
Verition Fund Management
143
Verition Fund Management
Connecticut
$14.4M +$12.5M +38,090 +647%
Mitsubishi UFJ Trust & Banking
144
Mitsubishi UFJ Trust & Banking
Japan
$14.3M +$126K +384 +0.9%
Barclays
145
Barclays
United Kingdom
$14.3M -$2.92M -8,913 -17%
VAS
146
Vestmark Advisory Solutions
Massachusetts
$14M +$7.16M +21,873 +105%
Neuberger Berman Group
147
Neuberger Berman Group
New York
$13.8M +$11.7M +35,886 +562%
State of Wisconsin Investment Board
148
State of Wisconsin Investment Board
Wisconsin
$13.7M -$117K -357 -0.8%
UB
149
UMB Bank
Missouri
$13.5M +$8.59M +26,267 +177%
LCM
150
Logan Capital Management
Pennsylvania
$13.2M -$313K -957 -2%
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