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LPL Financial

757 hedge funds and large institutions have $26.1B invested in LPL Financial in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 270 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $54.2M

2% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 270

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

1.1% less ownership

Funds ownership: 99.37%98.27% (-1.1%)

5% less funds holding

Funds holding: 800757 (-43)

12% less capital invested

Capital invested by funds: $29.7B → $26.1B (-$3.62B)

28% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 112

Holders
757
Holders Change
-43
Holders Change %
-5.38%
% of All Funds
9.94%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
81
Increased
276
Reduced
270
Closed
112
Calls
$74.1M
Puts
$54.2M
Net Calls
+$20M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
201
Commerce Bank
Missouri
$4.97M -$76.1K -210 -1%
TAM
202
Tocqueville Asset Management
New York
$4.94M -$1.4M -3,856 -21%
P
203
&Partners
Tennessee
$4.91M +$461K +1,273 +9%
Robeco Institutional Asset Management
204
Robeco Institutional Asset Management
Netherlands
$4.81M +$816K +2,251 +18%
SCM
205
Silvant Capital Management
Georgia
$4.77M -$492K -1,356 -9%
OAM
206
Oppenheimer Asset Management
New York
$4.7M +$393K +1,084 +8%
IAM
207
Iridian Asset Management
Connecticut
$4.61M -$32.6K -90 -0.6%
EWM
208
Empirical Wealth Management
Washington
$4.58M +$4.99M +13,775 New
Osaic Holdings
209
Osaic Holdings
Arizona
$4.57M -$63.1K -174 -1%
T
210
TOBAM
France
$4.54M +$687K +1,895 +16%
TPCW
211
TD Private Client Wealth
New York
$4.48M -$282K -779 -5%
VOYA Investment Management
212
VOYA Investment Management
Georgia
$4.45M -$10.5M -28,957 -68%
Toronto Dominion Bank
213
Toronto Dominion Bank
Ontario, Canada
$4.39M -$497K -1,372 -9%
URS
214
Utah Retirement Systems
Utah
$4.38M +$228K +629 +5%
KBC Group
215
KBC Group
Belgium
$4.3M -$517K -1,427 -10%
HighTower Advisors
216
HighTower Advisors
Illinois
$4.28M -$56.5K -156 -1%
PFSRSONJ
217
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.27M +$272K +751 +6%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$4.17M -$99K -273 -2%
SLAM
219
Swiss Life Asset Management
$4.12M -$2.02M -5,565 -31%
OCA
220
Otter Creek Advisors
Florida
$4.11M -$119K -328 -3%
Daiwa Securities Group
221
Daiwa Securities Group
Japan
$3.93M -$513K -1,416 -11%
BCIM
222
British Columbia Investment Management
British Columbia, Canada
$3.82M -$394K -1,087 -9%
CWM
223
Cornerstone Wealth Management
Missouri
$3.82M +$7.61K +21 +0.2%
GCM
224
Genus Capital Management
British Columbia, Canada
$3.81M +$12.7K +35 +0.3%
CFM
225
Catalyst Funds Management
Australia
$3.79M +$2.68M +7,400 +185%

LPLA Hedge Fund Activity: Q3 2025 in Review

757 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2025, worth a combined $26.1B — down 12% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 112 funds closed out of LPLA and 81 opened new positions — a net loss of 31 holders — while 270 trimmed existing stakes and 276 added.

The largest buyer was Capital World Investors, adding an estimated $947M. The largest seller was Fidelity Investments, cutting an estimated $483M.

  • 757 institutional investors held LPL Financial (LPLA) as of Q3 2025, down from 800 in Q2 2025.
  • Funds reported $26.1B of LPL Financial stock for Q3 2025, down 12% quarter-over-quarter.
  • 81 funds opened new LPL Financial positions in Q3 2025 and 112 closed out, a net change of -31 holders.
  • The largest LPL Financial buyer in Q3 2025 was Capital World Investors, an estimated $947M added.
  • The largest LPL Financial seller in Q3 2025 was Fidelity Investments, an estimated $483M sold.

Based on aggregated 13F filings for Q3 2025.