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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 %
EP
201
Edgestream Partners
New Jersey
$6.94M +$3.17M +8,449 +84%
ERIC
202
Eagle Rock Investment Company
Georgia
$6.76M -$13.9K -37 -0.2%
SGA
203
Strategic Global Advisors
California
$6.69M +$388K +1,036 +6%
Skandinaviska Enskilda Banken (SEB)
204
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.55M +$506K +1,349 +8%
II
205
IFM Investors
Australia
$6.52M +$1.01M +2,684 +18%
EF
206
Empowered Funds
Pennsylvania
$6.51M +$2.2M +5,876 +51%
FAF
207
Fjarde Ap-fonden
Sweden
$6.37M -$862K -2,300 -12%
BBP
208
Banco BTG Pactual
Brazil
$6.19M +$6.19M +16,507 New
Voloridge Investment Management
209
Voloridge Investment Management
Florida
$6.17M -$42.7M -113,862 -87%
FRAF
210
Första AP-fonden
Sweden
$6.15M +$525K +1,400 +9%
Capital World Investors
211
Capital World Investors
California
$6.14M +$4.1M +10,932 +201%
X
212
Xponance
Pennsylvania
$6.11M +$592K +1,578 +11%
BNP Paribas Asset Management
213
BNP Paribas Asset Management
France
$6.08M +$626K +1,670 +11%
SCM
214
SCS Capital Management
Massachusetts
$6.06M -$21.1M -56,367 -78%
Primecap Management
215
Primecap Management
California
$6M – – –
SMDAM
216
Sumitomo Mitsui DS Asset Management
Japan
$5.9M -$67.1K -179 -1%
SCM
217
Silvant Capital Management
Georgia
$5.89M – – –
CB
218
Commerce Bank
Missouri
$5.68M -$178K -476 -3%
SCM
219
Sterling Capital Management
North Carolina
$5.64M -$47.6K -127 -0.8%
ECM
220
ExodusPoint Capital Management
New York
$5.51M +$5.51M +14,690 New
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$5.48M -$29.2K -78 -0.5%
Toronto Dominion Bank
222
Toronto Dominion Bank
Ontario, Canada
$5.46M +$1.24M +3,296 +29%
KBC Group
223
KBC Group
Belgium
$5.38M +$256K +682 +5%
DnB Asset Management
224
DnB Asset Management
Norway
$5.38M +$203K +541 +4%
TPCW
225
TD Private Client Wealth
New York
$5.34M +$813K +2,168 +18%
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