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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 %
NW
151
NewEdge Wealth
Pennsylvania
$13.1M -$9.37M -28,642 -42%
Corient Private Wealth
152
Corient Private Wealth
Florida
$12.9M +$1.49M +4,564 +13%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$12.8M +$3.6M +11,006 +39%
OAC
154
OMERS Administration Corp
Ontario, Canada
$12.5M +$10M +30,592 +400%
TMAM
155
Tokio Marine Asset Management
Japan
$12.5M -$1.93M -5,903 -13%
TP
156
Teca Partners
Texas
$12.5M -$4.83M -14,752 -28%
Pathstone Holdings
157
Pathstone Holdings
New Jersey
$12.1M +$73.6K +225 +0.6%
BGIM
158
Brandywine Global Investment Management
Pennsylvania
$11.9M -$672K -2,053 -5%
KCM
159
Kennedy Capital Management
Missouri
$11.8M +$5.28M +16,135 +81%
Renaissance Technologies
160
Renaissance Technologies
New York
$11.6M +$11.6M +35,500 New
VOYA Investment Management
161
VOYA Investment Management
Georgia
$11.4M +$527K +1,611 +5%
AS
162
Aware Super
Australia
$11.3M -$629K -1,922 -5%
Diamond Hill Capital Management
163
Diamond Hill Capital Management
Ohio
$11.3M +$2.33M +7,109 +26%
Treasurer of the State of North Carolina
164
Treasurer of the State of North Carolina
North Carolina
$11.1M -$5.3M -16,193 -32%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$10.9M -$321K -981 -3%
CCM
166
Channing Capital Management
Illinois
$10.8M -$2.47M -7,543 -19%
RP
167
Reinhart Partners
Wisconsin
$10.7M -$910K -2,783 -8%
CCM
168
Cinctive Capital Management
New York
$10.7M -$11.8M -36,117 -53%
VanEck Associates
169
VanEck Associates
New York
$10.6M -$479K -1,465 -4%
IA
170
Icon Advisers
Colorado
$10.3M – – –
Victory Capital Management
171
Victory Capital Management
Texas
$10.1M -$1.06M -3,254 -10%
ACH
172
ArrowMark Colorado Holdings
Colorado
$10.1M -$2.43M -7,421 -19%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$10.1M +$2.75M +8,408 +38%
DKCM
174
Davidson Kempner Capital Management
New York
$9.92M +$9.92M +31,000 New
LIP
175
Lighthouse Investment Partners
Florida
$9.91M -$4.16M -12,708 -30%
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