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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
10.51%
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 %
IP
176
Interval Partners
New York
$9.81M -$662K -2,024 -6%
BFM
177
Boothbay Fund Management
New York
$9.51M +$9.51M +29,084 New
QC
178
Quadrature Capital
United Kingdom
$9.43M +$9.43M +28,823 New
2
179
2Xideas
Switzerland
$9.36M -$5.38M -16,457 -37%
Asset Management One
180
Asset Management One
Japan
$9.31M -$949K -2,902 -9%
KW
181
KWB Wealth
California
$9.29M +$47K +144 +0.5%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$9.21M +$136K +415 +1%
MCM
183
Moore Capital Management
New York
$9.13M -$43.4M -132,711 -83%
MSV
184
MN Services Vermogensbeheer
Netherlands
$9M -$752K -2,300 -8%
PAG
185
Private Advisor Group
New Jersey
$8.74M +$112K +341 +1%
KK
186
KLP Kapitalforvaltning
Norway
$8.67M +$131K +400 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
187
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.18M +$6.83M +20,874 +506%
State of New Jersey Common Pension Fund D
188
State of New Jersey Common Pension Fund D
New Jersey
$8.11M -$826K -2,525 -9%
WT
189
Whittier Trust
California
$7.97M +$173K +529 +2%
Ohio Public Employees Retirement System (OPERS)
190
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.78M -$812K -2,483 -9%
LF
191
Lansforsakringar Fondforvaltning
Sweden
$7.77M -$93.6K -286 -1%
RAM
192
Resona Asset Management
Japan
$7.75M +$361K +1,098 +5%
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$7.68M +$7.2M +22,017 +1,506%
BPIM
194
Brant Point Investment Management
New York
$7.58M -$49.1K -150 -0.6%
Swedbank
195
Swedbank
Sweden
$7.36M – – –
Nomura Asset Management
196
Nomura Asset Management
Japan
$7.35M +$374K +1,144 +5%
Walleye Trading
197
Walleye Trading
New York
$7.2M +$5M +15,270 +227%
Universal-Beteiligungs- und Servicegesellschaft
198
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.2M +$362K +1,106 +5%
LA
199
LBP AM
France
$7.19M +$7.19M +21,973 New
ASRS
200
Arizona State Retirement System
Arizona
$7.08M -$20.6K -63 -0.3%
6 7
8
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