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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 %
PFC
176
Poplar Forest Capital
California
$8.49M 26,011 -7,300 -22%
LF
177
Lansforsakringar Fondforvaltning
Sweden
$7.85M 24,045 +24,045 New
WT
178
Whittier Trust
California
$7.78M 23,837 +1,053 +5%
BPIM
179
Brant Point Investment Management
New York
$7.61M 23,316 -1,650 -7%
RAM
180
Resona Asset Management
Japan
$7.36M 22,494 -987 -4%
Swedbank
181
Swedbank
Sweden
$7.34M 22,487 +6,058 +37%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$7.3M 22,370 -25,132 -53%
ASRS
183
Arizona State Retirement System
Arizona
$7.08M 21,690 +286 +1%
PI
184
PineBridge Investments
New York
$7M 21,451 +21,451 New
William Blair & Company
185
William Blair & Company
Illinois
$6.97M 21,356 -1,766 -8%
Nomura Asset Management
186
Nomura Asset Management
Japan
$6.96M 21,328 -154 -0.7%
BAM
187
Bullseye Asset Management
Colorado
$6.94M 21,248 -279 -1%
WAG
188
Winthrop Advisory Group
Massachusetts
$6.84M 20,954 +151 +0.7%
VAS
189
Vestmark Advisory Solutions
Massachusetts
$6.83M 20,925 +577 +3%
Universal-Beteiligungs- und Servicegesellschaft
190
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.82M 20,892 +20,892 New
HF
191
HRT Financial
New York
$6.79M 20,801 +20,801 New
KW
192
KWB Wealth
California
$6.58M 28,294 -169 -0.6%
T
193
TOBAM
France
$6.57M 20,133 -21,941 -52%
US Bancorp
194
US Bancorp
Minnesota
$6.56M 20,094 -193 -1%
KCM
195
Kennedy Capital Management
Missouri
$6.54M 20,030 +111 +0.6%
CM
196
Crestline Management
Texas
$6.46M 19,783 +3,117 +19%
Capital World Investors
197
Capital World Investors
California
$6.29M 19,254 +1,447 +8%
Handelsbanken Fonder
198
Handelsbanken Fonder
Sweden
$6.26M 19,181 -500 -3%
ACM
199
Argent Capital Management
Missouri
$6.25M 19,147 +3,682 +24%
CB
200
Commerce Bank
Missouri
$6.14M 18,816 -1,729 -8%
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