LPL Financial
LPLA
768 hedge funds and large institutions have $24.8B invested in LPL Financial in 2026 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 284 increasing their positions, 266 reducing their positions, and 145 closing their positions.
92% more capital inflows, than outflows
Capital inflows: $6.2B | Capital outflows: $3.23B
7% more repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 266
0.97% more ownership
Funds ownership: 101.69% → 102.66% (+0.97%)
7% less funds holding
Funds holding: 828 → 768 (-60)
11% less call options, than puts
Call options by funds: $64M | Put options by funds: $71.9M
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
37% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 145
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Samlyn Capital
New York
|
+$250M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$236M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$212M |
| 4 |
Millennium Management
New York
|
+$196M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$195M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$441M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$208M |
| 3 |
Third Point
New York
|
-$182M |
| 4 |
Morgan Stanley
New York
|
-$161M |
| 5 |
Railway Pension Investments
London,
United Kingdom
|
-$159M |
LPLA Hedge Fund Activity: Q1 2026 in Review
768 of the 8,210 institutional investors tracked by Wall St. Rank reported a position in LPL Financial (LPLA) for Q1 2026, worth a combined $24.8B — down 14% from $29B a quarter earlier.
Sellers outnumbered buyers: 145 funds closed out of LPLA and 92 opened new positions — a net loss of 53 holders — while 266 trimmed existing stakes and 284 added.
The largest buyer was Samlyn Capital, adding an estimated $250M. The largest seller was Capital World Investors, cutting an estimated $441M.
- 768 institutional investors held LPL Financial (LPLA) as of Q1 2026, down from 828 in Q4 2025.
- Funds reported $24.8B of LPL Financial stock for Q1 2026, down 14% quarter-over-quarter.
- 92 funds opened new LPL Financial positions in Q1 2026 and 145 closed out, a net change of -53 holders.
- The largest LPL Financial buyer in Q1 2026 was Samlyn Capital, an estimated $250M added.
- The largest LPL Financial seller in Q1 2026 was Capital World Investors, an estimated $441M sold.
Based on aggregated 13F filings for Q1 2026.