LPL Financial
LPLA
LPLA
823 hedge funds and large institutions have $29B invested in LPL Financial in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 257 increasing their positions, 274 reducing their positions, and 82 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
6% less repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 274
27% less call options, than puts
Call options by funds: $72.7M | Put options by funds: $100M
Holders
823
Holding in Top 10
21
Calls
$72.7M
Puts
$100M
Top Buyers
| 1 | +$446M | |
| 2 | +$353M | |
| 3 | +$225M | |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$219M |
| 5 |
VanEck Associates
New York
|
+$172M |
Top Sellers
| 1 | -$351M | |
| 2 | -$265M | |
| 3 | -$179M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$162M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$117M |
