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LPL Financial
LPLA

Overview Fund Activity

774 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, 217 reducing their positions, and 56 closing their positions.

Holders
774
Holders Change
+59
Holders Change %
+8.25%
% of All Funds
10.52%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.34%
New
129
Increased
315
Reduced
217
Closed
56
Calls
$81.4M
Puts
$97.9M
Net Calls
-$16.4M
Net Calls Change
-$2.32M

Top Buyers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$477M
2
Dodge & Cox
2
Dodge & Cox
California
$498M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$340M
4
Jennison Associates
4
Jennison Associates
New York
$314M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$248M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Millennium Management
2
Millennium Management
New York
$41.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$560K
4
Boston Partners
4
Boston Partners
Massachusetts
$1.15B
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.41B 7,372,857 +154,200 +2%
BlackRock
2
BlackRock
New York
$1.55B 4,750,079 -16,466 -0.3%
Boston Partners
3
Boston Partners
Massachusetts
$1.15B 3,514,283 -391,258 -10%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.04B 3,165,458 +206,735 +7%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$1.03B 3,066,354 +15,825 +0.5%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$877M 2,681,617 +20,881 +0.8%
LPC
7
Lone Pine Capital
Connecticut
$577M 1,764,015 -158,733 -8%
WCM Investment Management
8
WCM Investment Management
California
$551M 1,635,354 -6,261 -0.4%
State Street
9
State Street
Massachusetts
$549M 1,679,585 +9,049 +0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$510M 1,560,478 +100,536 +7%
Dodge & Cox
11
Dodge & Cox
California
$498M 1,523,460 +1,053,351 +224%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$496M 1,516,060 +400,352 +36%
Winslow Capital Management
13
Winslow Capital Management
Minnesota
$477M 1,457,701 +1,457,701 New
SC
14
Samlyn Capital
New York
$458M 1,401,255 -171,821 -11%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$427M 1,304,780 +105,665 +9%
Morgan Stanley
16
Morgan Stanley
New York
$394M 1,205,726 +177,880 +17%
Principal Financial Group
17
Principal Financial Group
Iowa
$340M 1,038,683 +971,814 +1,453%
DPCM
18
Darlington Partners Capital Management
California
$318M 970,737 +32,383 +3%
Jennison Associates
19
Jennison Associates
New York
$314M 959,371 +851,115 +786%
Bank of America
20
Bank of America
North Carolina
$302M 923,690 +586,631 +174%
SP
21
SurgoCap Partners
New York
$297M 906,442 +197,172 +28%
ECU
22
Egerton Capital (UK)
United Kingdom
$285M 871,265 +613,555 +238%
Raymond James Financial
23
Raymond James Financial
Florida
$281M 860,014 -46,487 -5%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$276M 842,939 -3,128 -0.4%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$272M 830,099 +124,180 +18%
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