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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.

New
Increased
Maintained
Reduced
Closed
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
Dodge & Cox
California
$1.01B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$916M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.99B
4
Principal Financial Group
Principal Financial Group
Iowa
$599M
5
Invesco
Invesco
Georgia
$207M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$920M
2
Marshall Wace
Marshall Wace
United Kingdom
$7.69M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$124M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
KW
176
KWB Wealth
California
$9.3M +$981 +3 +0%
LA
177
LBP AM
France
$9.21M +$974K +2,598 +12%
Nomura Asset Management
178
Nomura Asset Management
Japan
$9.13M +$705K +1,881 +8%
BPIM
179
Brant Point Investment Management
New York
$9.04M +$356K +949 +4%
LF
180
Lansforsakringar Fondforvaltning
Sweden
$9M +$88.1K +235 +1%
CCM
181
Channing Capital Management
Illinois
$8.83M -$3.55M -9,463 -29%
ASRS
182
Arizona State Retirement System
Arizona
$8.75M +$645K +1,720 +8%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$8.73M -$2.82M -7,508 -24%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$8.72M +$3.6M +9,594 +70%
Universal-Beteiligungs- und Servicegesellschaft
185
Universal-Beteiligungs- und Servicegesellschaft
Germany
$8.48M +$233K +621 +3%
CM
186
Castleark Management
Illinois
$8.46M +$997K +2,660 +13%
Swedbank
187
Swedbank
Sweden
$8.43M – – –
SSA
188
Schonfeld Strategic Advisors
New York
$8.31M +$1.08M +2,867 +15%
MML Investors Services
189
MML Investors Services
Massachusetts
$7.78M +$238K +635 +3%
US Bancorp
190
US Bancorp
Minnesota
$7.71M -$179K -476 -2%
Marshall Wace
191
Marshall Wace
United Kingdom
$7.69M -$246M -656,721 -97%
WAG
192
Winthrop Advisory Group
Massachusetts
$7.63M -$84.4K -225 -1%
AI
193
Atria Investments
North Carolina
$7.54M +$41.6K +111 +0.6%
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$7.38M -$562K -1,500 -7%
2
195
2Xideas
Switzerland
$7.29M -$3.44M -9,175 -32%
IMRF
196
Illinois Municipal Retirement Fund
Illinois
$7.29M +$634K +1,692 +10%
ACM
197
Argent Capital Management
Missouri
$7.21M -$6.38K -17 -0.1%
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
$7.16M +$256K +683 +4%
National Bank of Canada
199
National Bank of Canada
Quebec, Canada
$7.07M -$1.73M -4,623 -20%
TAM
200
Tocqueville Asset Management
New York
$7.02M +$7.02M +18,719 New
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8
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