LPL Financial
LPLA
644 hedge funds and large institutions have $16.8B invested in LPL Financial in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 242 increasing their positions, 243 reducing their positions, and 111 closing their positions.
5% more funds holding in top 10
Funds holding in top 10: 21 → 22 (+1)
9% more call options, than puts
Call options by funds: $153M | Put options by funds: $140M
0.12% less ownership
Funds ownership: 96.44% → 96.32% (-0.12%)
0% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 243
5% less funds holding
Funds holding: 676 → 644 (-32)
16% less capital invested
Capital invested by funds: $20.1B → $16.8B (-$3.31B)
23% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$273M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$203M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$195M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$147M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$440M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$334M |
| 3 |
Morgan Stanley
New York
|
-$134M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$129M |
| 5 |
BlackRock
New York
|
-$124M |
LPLA Hedge Fund Activity: Q3 2024 in Review
644 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q3 2024, worth a combined $16.8B — down 16% from $20.1B a quarter earlier.
Sellers outnumbered buyers: 111 funds closed out of LPLA and 85 opened new positions — a net loss of 26 holders — while 243 trimmed existing stakes and 242 added.
The largest buyer was Boston Partners, adding an estimated $273M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $440M sold.
- 644 institutional investors held LPL Financial (LPLA) as of Q3 2024, down from 676 in Q2 2024.
- Funds reported $16.8B of LPL Financial stock for Q3 2024, down 16% quarter-over-quarter.
- 85 funds opened new LPL Financial positions in Q3 2024 and 111 closed out, a net change of -26 holders.
- The largest LPL Financial buyer in Q3 2024 was Boston Partners, an estimated $273M added.
- The largest LPL Financial seller in Q3 2024 was Capital Research Global Investors, an estimated $440M sold.
Based on aggregated 13F filings for Q3 2024.