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LPL Financial
LPLA

Overview Fund Activity

715 hedge funds and large institutions have $23.5B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 224 increasing their positions, 266 reducing their positions, and 59 closing their positions.

Holders
715
Holders Change
+80
Holders Change %
+12.6%
% of All Funds
9.52%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
148
Increased
224
Reduced
266
Closed
59
Calls
$118M
Puts
$132M
Net Calls
-$14.1M
Net Calls Change
-$27.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$306M
2
Raymond James Financial
2
Raymond James Financial
Florida
$296M
3
Boston Partners
3
Boston Partners
Massachusetts
$1.28B
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$253M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$996M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$3.27M
2
EC
2
Eminence Capital
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$966M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$165M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$86M
Name Market Value Shares Shares
Change 		Shares
Change %
Walleye Capital
151
Walleye Capital
New York
$11.6M 35,659 +15,747 +79%
LPCM
152
Lynwood Price Capital Management
Texas
$11.6M 35,500 +35,500 New
RP
153
Reinhart Partners
Wisconsin
$11.6M 35,404 -91,353 -72%
Corient Private Wealth
154
Corient Private Wealth
Florida
$11.4M 34,972 +1,180 +3%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$11.2M 34,398 -1,841 -5%
Victory Capital Management
156
Victory Capital Management
Texas
$11.2M 34,223 -85,732 -71%
VanEck Associates
157
VanEck Associates
New York
$11M 33,794 -2,586 -7%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$10.8M 33,122 -4,565 -12%
IP
159
Interval Partners
New York
$10.5M 32,024 -46,722 -59%
Asset Management One
160
Asset Management One
Japan
$10.4M 31,360 +556 +2%
IA
161
Icon Advisers
Colorado
$10.3M 31,483 -1,100 -3%
Assenagon Asset Management
162
Assenagon Asset Management
Luxembourg
$10.2M 31,209 +1,383 +5%
PE
163
Point72 Europe
United Kingdom
$10.1M 30,996 -6,280 -17%
Adage Capital Partners
164
Adage Capital Partners
Massachusetts
$9.8M 30,000 +30,000 New
MSV
165
MN Services Vermogensbeheer
Netherlands
$9.73M 29,800 +700 +2%
Citigroup
166
Citigroup
New York
$9.45M 28,933 -8,356 -22%
IAM
167
Iridian Asset Management
Connecticut
$9.44M 28,902 -53,932 -65%
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$9.14M 27,979 -34,068 -55%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$9.06M 27,738 +524 +2%
Diamond Hill Capital Management
170
Diamond Hill Capital Management
Ohio
$8.95M 27,408 +27,408 New
State of New Jersey Common Pension Fund D
171
State of New Jersey Common Pension Fund D
New Jersey
$8.92M 27,328 -80 -0.3%
SGA
172
Strategic Global Advisors
California
$8.7M 26,655 +1,054 +4%
PAG
173
Private Advisor Group
New Jersey
$8.61M 26,365 -733 -3%
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.58M 26,278 -1,481 -5%
KK
175
KLP Kapitalforvaltning
Norway
$8.52M 26,100 +26,100 New
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7
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