LPL Financial
LPLA
LPLA
797 hedge funds and large institutions have $29.7B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 329 increasing their positions, 259 reducing their positions, and 103 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
2% more funds holding
Funds holding: 783 → 797 (+14)
3.95% less ownership
Funds ownership: 103.28% → 99.33% (-3.9%)
16% less funds holding in top 10
Funds holding in top 10: 25 → 21 (-4)
Holders
797
Holding in Top 10
21
Calls
$44.1M
Puts
$36.7M
Top Buyers
| 1 | +$413M | |
| 2 | +$324M | |
| 3 | +$215M | |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$196M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$158M |
Top Sellers
| 1 | -$249M | |
| 2 | -$230M | |
| 3 | -$115M | |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$108M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$96.2M |