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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
+$345M
3
Principal Financial Group
Principal Financial Group
Iowa
+$318M
4
Jennison Associates
Jennison Associates
New York
+$278M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$210M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$253M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$154M
3
Boston Partners
Boston Partners
Massachusetts
-$128M
4
Citadel Advisors
Citadel Advisors
Florida
-$98M
5
MC
Maverick Capital
Texas
-$87.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
201
Quantinno Capital Management
New York
$7M +$2.05M +6,256 +41%
LCM
202
Laurion Capital Management
New York
$7M +$4.09M +12,500 +141%
MME
203
Meag Munich Ergo
Germany
$6.98M +$3.99M +12,200 +134%
Handelsbanken Fonder
204
Handelsbanken Fonder
Sweden
$6.93M +$654K +2,000 +10%
US Bancorp
205
US Bancorp
Minnesota
$6.88M +$308K +941 +5%
IAM
206
Iridian Asset Management
Connecticut
$6.84M -$2.62M -8,001 -28%
WAG
207
Winthrop Advisory Group
Massachusetts
$6.73M -$123K -375 -2%
William Blair & Company
208
William Blair & Company
Illinois
$6.69M -$300K -918 -4%
MML Investors Services
209
MML Investors Services
Massachusetts
$6.58M +$1.04M +3,186 +19%
SC
210
Sculptor Capital
New York
$6.54M +$6.54M +20,000 New
AI
211
Atria Investments
North Carolina
$6.54M +$1.38M +4,205 +27%
PE
212
Point72 Europe
United Kingdom
$6.54M -$3.6M -11,000 -35%
CM
213
Castleark Management
Illinois
$6.51M +$6.51M +19,890 New
FAF
214
Fjarde Ap-fonden
Sweden
$6.31M +$916K +2,800 +17%
SSA
215
Schonfeld Strategic Advisors
New York
$6.31M +$387K +1,182 +7%
ACM
216
Argent Capital Management
Missouri
$6.3M +$32.4K +99 +0.5%
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$6.02M +$1.23M +3,747 +26%
ERIC
218
Eagle Rock Investment Company
Georgia
$5.91M +$8.18K +25 +0.1%
PFC
219
Poplar Forest Capital
California
$5.89M -$2.61M -7,992 -31%
Mirae Asset Global Investments
220
Mirae Asset Global Investments
South Korea
$5.89M +$3.11M +9,240 +112%
IMRF
221
Illinois Municipal Retirement Fund
Illinois
$5.8M – – –
TC
222
TownSquare Capital
Utah
$5.8M +$715K +2,187 +14%
SGA
223
Strategic Global Advisors
California
$5.5M -$3.22M -9,856 -37%
Daiwa Securities Group
224
Daiwa Securities Group
Japan
$5.43M +$1.22M +3,730 +29%
T
225
TOBAM
France
$5.34M -$1.24M -3,802 -19%
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