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LPL Financial

757 hedge funds and large institutions have $26.1B invested in LPL Financial in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $54.2M

2% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 270

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.1% less ownership

Funds ownership: 99.37%98.27% (-1.1%)

5% less funds holding

Funds holding: 800757 (-43)

12% less capital invested

Capital invested by funds: $29.7B → $26.1B (-$3.62B)

28% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 112

Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
126
Ghisallo Capital Management
Massachusetts
$16.6M -$44.8M -123,500 -71%
LOM
127
LTS One Management
New York
$16.6M +$18.1M +50,000 New
WC
128
Winmill & Co
New York
$16.3M
Canada Life
129
Canada Life
Manitoba, Canada
$16.2M +$219K +604 +1%
TP
130
Teca Partners
Texas
$16.1M +$7.87M +21,710 +81%
Pictet Asset Management
131
Pictet Asset Management
Switzerland
$15.8M -$602K -1,661 -3%
Universal-Beteiligungs- und Servicegesellschaft
132
Universal-Beteiligungs- und Servicegesellschaft
Germany
$13.9M +$6.94M +19,150 +85%
Mitsubishi UFJ Trust & Banking
133
Mitsubishi UFJ Trust & Banking
Japan
$13.6M +$410K +1,131 +3%
EF
134
Empowered Funds
Pennsylvania
$12.8M +$7.64M +21,084 +121%
SAM
135
Storebrand Asset Management
Norway
$12.8M +$6.78M +18,701 +95%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$12.7M +$240K +663 +2%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$12.4M -$57.6M -158,884 -81%
LA
138
LBP AM
France
$12M +$4.19M +11,557 +47%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$11.9M -$505K -1,394 -4%
LCM
140
Logan Capital Management
Pennsylvania
$11.7M +$274K +755 +2%
Diamond Hill Capital Management
141
Diamond Hill Capital Management
Ohio
$11.7M -$127K -350 -1%
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$11.3M +$311K +859 +3%
Verition Fund Management
143
Verition Fund Management
Connecticut
$11.1M +$7.67M +21,168 +175%
WT
144
Whittier Trust
California
$11.1M +$3.66M +10,085 +40%
Corient Private Wealth
145
Corient Private Wealth
Florida
$10.8M -$1.96M -5,420 -14%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$10.8M -$2.72M -7,494 -19%
KW
147
KWB Wealth
California
$10.7M +$1.45K +4 +0%
BMSSC
148
B. Metzler seel. Sohn & Co
Germany
$10.6M +$10.4M +28,820 +941%
IA
149
Icon Advisers
Colorado
$10.4M
BC
150
Burney Company
Virginia
$10.3M +$445K +1,227 +4%

LPLA Hedge Fund Activity: Q3 2025 in Review

757 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2025, worth a combined $26.1B — down 12% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LPLA and 81 opened new positions — a net loss of 31 holders — while 270 trimmed existing stakes and 276 added.

The largest buyer was Capital World Investors, adding an estimated $947M. The largest seller was Fidelity Investments, cutting an estimated $483M.

  • 757 institutional investors held LPL Financial (LPLA) as of Q3 2025, down from 800 in Q2 2025.
  • Funds reported $26.1B of LPL Financial stock for Q3 2025, down 12% quarter-over-quarter.
  • 81 funds opened new LPL Financial positions in Q3 2025 and 112 closed out, a net change of -31 holders.
  • The largest LPL Financial buyer in Q3 2025 was Capital World Investors, an estimated $947M added.
  • The largest LPL Financial seller in Q3 2025 was Fidelity Investments, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2025.