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LPL Financial
LPLA
LPLA
763 hedge funds and large institutions have $24.8B invested in LPL Financial in 2026 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 280 increasing their positions, 266 reducing their positions, and 141 closing their positions.
New
Increased
Maintained
Reduced
Closed
5% more repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 266
0.93% more ownership
Funds ownership: 101.73% → 102.66% (+0.93%)
8% less funds holding
Funds holding: 825 → 763 (-62)
11% less call options, than puts
Call options by funds: $64M | Put options by funds: $71.9M
15% less capital invested
Capital invested by funds: $29B → $24.8B (-$4.22B)
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
35% less first-time investments, than exits
New positions opened: 91 | Existing positions closed: 141
Holders
763
Holders Change
-62
Holders Change %
-7.52%
% of All Funds
9.4%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.21%
New
91
Increased
280
Reduced
266
Closed
141
Calls
$64M
Puts
$71.9M
Net Calls
-$7.9M
Net Calls Change
+$19.6M
Top Buyers
| 1 |
SC
Samlyn Capital
New York
|
+$250M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$236M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$212M |
| 4 |
Millennium Management
New York
|
+$196M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$195M |
