LPLA LPL Financial Holdings Inc.

NASDAQ
$353.78

LPL Financial Holdings Inc. (LPLA) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+47.83
34 buyers / 12 sellers
STRONG BUYING
Funds compared
47
funds with comparable LPLA positions
44 current holders · 32 prior-quarter holders
Net share change
+1.39M
+3.53M added, -2.15M cut
Position activity
15 new 19 increased 9 reduced 3 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Castle Hook Partners Event Long/Short New +406.9K — $114.6M 1.2% 73
Lone Pine Capital Long/Short Growth Reduced -830.9K -40.5% $234.0M 2.1% 72
Junto Capital Management Long/Short Sold Out -238.5K -100.0% $67.2M 0.0% 71
MARSHALL WACE, LLP Long/Short New +975.6K — $274.8M 0.3% 68
Discovery Capital Management Long/Short Macro New +93.5K — $26.3M 1.1% 63
Bridgewater Associates Quant Macro New +6.9K — $1.9M 0.0% 63
Point72 Asset Management, L.P. Increased +456.7K +901.8% $128.6M 0.2% 63
Balyasny Asset Management L.P. New +161.6K — $45.5M 0.1% 62
Qube Research & Technologies Ltd Quant New +344.5K — $97.0M 0.1% 62
Moore Capital Management Macro New +55.8K — $15.7M 0.5% 58

Most significant buyers

By move score, not size.

  • Castle Hook Partners New · +406.9K
  • MARSHALL WACE, LLP New · +975.6K
  • Discovery Capital Management New · +93.5K
  • Bridgewater Associates New · +6.9K
  • Point72 Asset Management, L.P. Increased · +456.7K

Most significant sellers

By move score, not size.

  • Lone Pine Capital Reduced · -830.9K
  • Junto Capital Management Sold Out · -238.5K
  • MILLENNIUM MANAGEMENT LLC Reduced · -684.1K
  • Cinctive Capital Management Sold Out · -13.6K
  • J. Goldman & Co. Sold Out · -8.3K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Castle Hook Partners 1 406.9K 0 +406.9K — 1.2% New 73
Lone Pine Capital 1 1.2M 2.0M -830.9K -40.5% 2.1% Reduced 72
Junto Capital Management 2 0 238.5K -238.5K -100.0% 0.0% Sold Out 71
MARSHALL WACE, LLP 2 975.6K 0 +975.6K — 0.3% New 68
Discovery Capital Management 2 93.5K 0 +93.5K — 1.1% New 63
Bridgewater Associates 1 6.9K 0 +6.9K — 0.0% New 63
Point72 Asset Management, L.P. 1 507.3K 50.6K +456.7K +901.8% 0.2% Increased 63
Balyasny Asset Management L.P. 2 161.6K 0 +161.6K — 0.1% New 62
Qube Research & Technologies Ltd 2 344.5K 0 +344.5K — 0.1% New 62
Moore Capital Management 3 55.8K 0 +55.8K — 0.5% New 58
Azora Capital 2 525.9K 427.3K +98.5K +23.1% 6.2% Increased 57
SurgoCap Partners 2 1.1M 1.0M +42.4K +4.2% 9.7% Increased 57
Samlyn Capital 2 2.4M 2.3M +82.3K +3.5% 11.2% Increased 57
Darlington Partners Capital Management 2 993.0K 893.0K +100.0K +11.2% 12.3% Increased 56
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 289.0K 64.0K +225.0K +351.6% 0.1% Increased 56
Interval Partners 3 108.6K 41.1K +67.5K +164.4% 1.0% Increased 56
Tudor Investment Corporation 2 9.6K 0 +9.6K — 0.0% New 56
Trexquant Investment 3 47.2K 0 +47.2K — 0.1% New 55
MILLENNIUM MANAGEMENT LLC 2 206.2K 890.3K -684.1K -76.8% 0.0% Reduced 55
Aquatic Capital Management 4 37.7K 0 +37.7K — 0.4% New 54
Cinctive Capital Management 3 0 13.6K -13.6K -100.0% 0.0% Sold Out 53
LMR Partners 3 2.7K 0 +2.7K — 0.0% New 53
J. Goldman & Co. 3 0 8.3K -8.3K -100.0% 0.0% Sold Out 53
Woodline Partners LP 2 43.0K 3.1K +39.9K +1278.7% 0.0% Increased 52
Edgestream Partners 4 4.8K 0 +4.8K — 0.0% New 51
Y-Intercept 4 26.5K 0 +26.5K — 0.2% New 51
Centiva Capital 4 733 0 +733 — 0.0% New 48
Man Group 3 35.2K 11.8K +23.3K +197.4% 0.0% Increased 48
Lighthouse Investment Partners 3 29.3K 11.1K +18.2K +163.3% 0.3% Increased 48
Engineers Gate 4 1.0K 0 +1.0K — 0.0% New 48
Basswood Capital Management 3 2.9K 30.2K -27.3K -90.3% 0.0% Reduced 48
Prana Capital Management 3 318.9K 247.1K +71.8K +29.0% 2.7% Increased 47
Brevan Howard Capital Management 3 19.3K 6.3K +13.0K +207.8% 0.1% Increased 46
Winton Group 4 21.9K 1.0K +20.8K +2011.8% 0.2% Increased 45
CITADEL ADVISORS LLC 1 642.8K 923.5K -280.7K -30.4% 0.1% Reduced 41
Polar Asset Management Partners 3 3.7K 8.9K -5.2K -58.1% 0.0% Reduced 39
Jain Global 3 54.8K 102.2K -47.4K -46.3% 0.2% Reduced 39
RENAISSANCE TECHNOLOGIES LLC 1 151.7K 120.5K +31.1K +25.8% 0.1% Increased 36
Squarepoint Ops LLC 2 12.8K 20.5K -7.7K -37.5% 0.0% Reduced 35
Holocene Advisors, LP 2 462.5K 417.6K +44.8K +10.7% 0.3% Increased 33
Schonfeld Strategic Advisors 3 109.1K 89.8K +19.3K +21.5% 0.2% Increased 29
Boothbay Fund Management 4 1.9K 1.4K +577 +42.4% 0.0% Increased 28
Walleye Capital 3 21.5K 27.4K -5.9K -21.4% 0.0% Reduced 28
Alyeska Investment Group, L.P. 2 155.0K 155.4K -415 -0.3% 0.1% Reduced 26
Hudson Bay Capital Management 3 138.2K 135.3K +2.9K +2.1% 0.2% Increased 24
AQR Capital Management 3 34.5K 32.9K +1.6K +4.8% 0.0% Increased 21
Systematic Alpha Investments 2 760 760 0 +0.0% 0.0% Unchanged 18

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.