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LPL Financial
LPLA

Overview Fund Activity

787 hedge funds and large institutions have $29.7B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 322 increasing their positions, 256 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+13
Holders Change %
+1.68%
% of All Funds
10.56%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.28%
New
128
Increased
322
Reduced
256
Closed
103
Calls
$44.1M
Puts
$36.7M
Net Calls
+$7.44M
Net Calls Change
+$23.9M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.01B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$916M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.99B
4
Principal Financial Group
Principal Financial Group
Iowa
$599M
5
Invesco
Invesco
Georgia
$207M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$920M
2
Marshall Wace
Marshall Wace
United Kingdom
$7.69M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$124M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B +$230M +613,909 +8%
BlackRock
2
BlackRock
New York
$1.81B +$31M +82,718 +2%
Boston Partners
3
Boston Partners
Massachusetts
$1.38B +$61.9M +165,201 +5%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$1.15B +$4.25M +11,323 +0.4%
Dodge & Cox
5
Dodge & Cox
California
$1.01B +$442M +1,178,249 +77%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$959M -$46.6M -124,159 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$920M -$267M -710,984 -22%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$916M +$347M +926,122 +61%
LPC
9
Lone Pine Capital
Connecticut
$702M +$40.6M +108,233 +6%
State Street
10
State Street
Massachusetts
$648M +$17.8M +47,581 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$645M +$61.5M +164,484 +11%
WCM Investment Management
12
WCM Investment Management
California
$632M +$34.8M +95,423 +6%
Principal Financial Group
13
Principal Financial Group
Iowa
$599M +$209M +558,261 +54%
Jennison Associates
14
Jennison Associates
New York
$526M +$166M +443,379 +46%
Morgan Stanley
15
Morgan Stanley
New York
$515M +$63.1M +168,271 +14%
SC
16
Samlyn Capital
New York
$456M -$69.7M -185,975 -13%
Winslow Capital Management
17
Winslow Capital Management
Minnesota
$444M -$103M -274,632 -19%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$435M -$54.2M -144,459 -11%
Norges Bank
19
Norges Bank
Norway
$402M +$402M +1,072,919 New
Bank of America
20
Bank of America
North Carolina
$361M +$14.4M +38,386 +4%
SP
21
SurgoCap Partners
New York
$331M -$9.39M -25,037 -3%
Raymond James Financial
22
Raymond James Financial
Florida
$326M +$3.98M +10,606 +1%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$324M +$7.89M +21,050 +2%
ECU
24
Egerton Capital (UK)
United Kingdom
$312M -$14.5M -38,749 -4%
DPCM
25
Darlington Partners Capital Management
California
$295M -$69.4M -185,000 -19%
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