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LPL Financial
LPLA
LPLA
786 hedge funds and large institutions have $25.7B invested in LPL Financial in 2025 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 322 increasing their positions, 222 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
125% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 57
45% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 222
9.38% more ownership
Funds ownership: 95.18% → 104.56% (+9.4%)
9% more capital invested
Capital invested by funds: $23.5B → $25.7B (+$2.16B)
9% more funds holding
Funds holding: 724 → 786 (+62)
11% less funds holding in top 10
Funds holding in top 10: 28 → 25 (-3)
17% less call options, than puts
Call options by funds: $81.4M | Put options by funds: $97.9M
Holders
786
Holders Change
+62
Holders Change %
+8.56%
% of All Funds
10.54%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.34%
New
128
Increased
322
Reduced
222
Closed
57
Calls
$81.4M
Puts
$97.9M
Net Calls
-$16.4M
Net Calls Change
-$2.32M
Top Buyers
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$508M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$367M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$338M |
| 4 |
Jennison Associates
New York
|
+$296M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$224M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$269M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$164M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$136M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$105M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
-$93M |
