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LPL Financial (LPLA) Hedge Fund Trading Activity

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Trend: ▼ Hedge Funds Decreased Holdings by 128.5K Shares Last Quarter

Hedge Fund Holdings in LPLA

3.00M$193.006.00M$244.509.00M$296.0012.00M$347.5015.00M$399.00Jul '24Jan '25Jul '25Jan '26Jul '26$292.46Stock PriceShares Held by Hedge Funds

Based on the 13F filings of 489 Hedge Funds tracked by TipRanks, as submitted to the SEC.

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Hedge Fund Activity​

Activity
Star Ranking
Hedge fund activity
Antony J. Abbiati hedge funds manager, SCS Capital Management LLC,Rank 136Antony J. AbbiatiSCS Capital Management LLCAdded1308.29%$60,141,7780.57%
Michael Rockefeller hedge funds manager, Woodline Partners LP,Rank 457Michael RockefellerWoodline Partners LPAdded1278.73%$12,124,6340.04%
Steven A. Tananbaum hedge funds manager, Goldentree Asset Management Lp,Rank 384Steven A. TananbaumGoldentree Asset Management LpNew100.00%$43,799,8322.55%
Rob Citrone hedge funds manager, Discovery Capital Management, LLC,Rank 449Rob CitroneDiscovery Capital Management, LLCNew100.00%$26,337,0801.09%
Louis Moore Bacon hedge funds manager, Moore Capital Management LP,Rank 60Louis Moore BaconMoore Capital Management LPNew100.00%$15,729,0110.23%
Ray Dalio hedge funds manager, Bridgewater Associates, LP,Rank 171Ray DalioBridgewater Associates, LPNew100.00%$1,943,592<0.01%
John A. Gunn hedge funds manager, Dodge & Cox,Rank 16John A. GunnDodge & CoxAdded10.42%$1,289,722,3010.68%
Richard Atwood hedge funds manager, First Pacific Advisors LLC,Rank 9Richard AtwoodFirst Pacific Advisors LLCAdded0.19%$90,488,0101.12%
Theofanis Kolokotrones hedge funds manager, PRIMECAP Management Co,Rank 292Theofanis KolokotronesPRIMECAP Management CoNot Changed0.00%$4,506,880<0.01%
Sara Kasun-Fretz hedge funds manager, Morningstar Investment Management LLC,Rank 135Sara Kasun-FretzMorningstar Investment Management LLCNot Changed0.00%$2,210,9060.14%

FAQ

Which hedge funds hold LPL Financial?
The hedge funds that hold the most shares in LPL Financial are BlackRock, Inc., Drew Phillips and David S. Gilreath.
Are hedge funds buying or selling LPLA?
In the last quarter hedge funds have Decreased their holdings in LPL Financial by 128.5K shares.
Where can I see a list of the best rated hedge funds?
You can see a list of the best hedge funds here.
Who is the best-performing hedge fund manager?
The top-rated hedge fund managers can be seen here: Top Hedge Fund Managers
Does Warren Buffet hold shares in LPL Financial stock?
Warren Buffet currently does not own shares in LPL Financial.
What is a 13F filing, and how does it help investors?
A 13F form, also known as a "Report of Investment Manager," is a quarterly report that investment advisors registered with the Securities and Exchange Commission (SEC) must file if they manage at least $100 million in assets. The 13F form lists all of the publicly traded securities that the investment advisor owns as of the end of the reporting period. To read more about the 13F, click here