LPL Financial
LPLA
LPLA
775 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, 218 reducing their positions, and 57 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
8% more capital invested
Capital invested by funds: $23.5B → $25.3B (+$1.82B)
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
775
Holding in Top 10
25
Calls
$81.4M
Puts
$97.9M
Top Buyers
| 1 | +$477M | |
| 2 | +$345M | |
| 3 | +$318M | |
| 4 |
Jennison Associates
New York
|
+$278M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$210M |
Top Sellers
| 1 | -$253M | |
| 2 | -$154M | |
| 3 | -$128M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$98M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
-$87.3M |
