LPL Financial
LPLA
729 hedge funds and large institutions have $23.3B invested in LPL Financial in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 227 increasing their positions, 272 reducing their positions, and 60 closing their positions.
152% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 60
27% more funds holding in top 10
Funds holding in top 10: 22 → 28 (+6)
13% more funds holding
Funds holding: 647 → 729 (+82)
3% more capital inflows, than outflows
Capital inflows: $2.47B | Capital outflows: $2.39B
1.13% less ownership
Funds ownership: 96.32% → 95.18% (-1.1%)
11% less call options, than puts
Call options by funds: $118M | Put options by funds: $132M
17% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 272
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$238M |
| 2 |
Janus Henderson Group
London,
|
+$154M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$139M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$134M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$290M |
| 2 |
Eminence Capital
New York
|
-$154M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$106M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$104M |
LPLA Hedge Fund Activity: Q4 2024 in Review
729 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q4 2024, worth a combined $23.3B — up 38% from $16.8B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new LPLA positions and 60 closed out — a net gain of 91 holders — while 227 added to existing stakes and 272 trimmed.
The largest buyer was Boston Partners, adding an estimated $238M. The largest seller was First Trust Advisors, cutting an estimated $290M.
- 729 institutional investors held LPL Financial (LPLA) as of Q4 2024, up from 647 in Q3 2024.
- Funds reported $23.3B of LPL Financial stock for Q4 2024, up 38% quarter-over-quarter.
- 151 funds opened new LPL Financial positions in Q4 2024 and 60 closed out, a net change of +91 holders.
- The largest LPL Financial buyer in Q4 2024 was Boston Partners, an estimated $238M added.
- The largest LPL Financial seller in Q4 2024 was First Trust Advisors, an estimated $290M sold.
Based on aggregated 13F filings for Q4 2024.