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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 %
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$14M +$1.18M +3,160 +9%
NW
152
NewEdge Wealth
Pennsylvania
$13.5M -$1.36M -3,676 -9%
Diamond Hill Capital Management
153
Diamond Hill Capital Management
Ohio
$13.3M +$382K +1,020 +3%
LCM
154
Logan Capital Management
Pennsylvania
$13M -$2.15M -5,731 -14%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$12.5M -$1.36M -3,627 -10%
BAMF
156
BI Asset Management Fondsmaeglerselskab
Denmark
$12.1M -$11.2M -29,896 -48%
Adage Capital Partners
157
Adage Capital Partners
Massachusetts
$12M -$4.87M -13,000 -29%
IA
158
Icon Advisers
Colorado
$11.7M -$73.1K -195 -0.6%
Asset Management One
159
Asset Management One
Japan
$11.4M +$709K +1,892 +7%
VAS
160
Vestmark Advisory Solutions
Massachusetts
$11.4M -$4.69M -12,497 -29%
MSV
161
MN Services Vermogensbeheer
Netherlands
$11.2M +$900K +2,400 +9%
Victory Capital Management
162
Victory Capital Management
Texas
$11.2M -$418K -1,114 -4%
BC
163
Burney Company
Virginia
$11.2M +$11.2M +29,837 New
KCM
164
Kennedy Capital Management
Missouri
$11.2M -$2.39M -6,385 -18%
RP
165
Reinhart Partners
Wisconsin
$11.1M -$1.09M -2,905 -9%
QCM
166
Quantinno Capital Management
New York
$11M +$2.98M +7,936 +37%
PAG
167
Private Advisor Group
New Jersey
$10.9M +$891K +2,375 +9%
TCM
168
Thames Capital Management
New Jersey
$10.9M +$10.9M +28,954 New
KK
169
KLP Kapitalforvaltning
Norway
$10.4M +$487K +1,300 +5%
TP
170
Teca Partners
Texas
$10M -$4.26M -11,349 -30%
State of New Jersey Common Pension Fund D
171
State of New Jersey Common Pension Fund D
New Jersey
$10M +$712K +1,900 +8%
RAM
172
Resona Asset Management
Japan
$9.84M +$1.03M +2,754 +12%
ACH
173
ArrowMark Colorado Holdings
Colorado
$9.69M -$1.87M -5,000 -16%
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.51M +$586K +1,564 +7%
WT
175
Whittier Trust
California
$9.4M +$266K +710 +3%
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