LPL FINL HLDGS INC (LPLA) — Hedge Fund Ownership Q4 2025
LPLA
- LPL FINL HLDGS INC (LPLA) is held by 8 of 81 tracked hedge funds, with Lone Pine Capital (5%) and Third Point (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in LPLA holdings came from Dodge & Cox (+19%) and Markel Group (+1%), highlighting conviction.
- The biggest decreases in LPLA holdings came from Lone Pine Capital (-8%) and Third Point (-14%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to LPL FINL HLDGS INC (LPLA) by +4% vs the prior quarter and +80% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Lone Pine Capital Stephen Mandel
|
5.44% | 2.1M | -8.01% | +7.92% | $741.1M | $357.17 | — |
| 2 |
Third Point
|
2.50% | 510K | -14.16% | -22.14% | $182.2M | $357.17 | — |
| 3 |
First Pacific Advisors Steven Romick
|
1.82% | 387K | -12.65% | -15.47% | $138.4M | $357.17 | — |
| 4 |
Markel Group Tom Gayner
|
1.59% | 560K | +1.20% | +5.17% | $200.0M | $357.17 | — |
| 5 |
Egerton Capital John Armitage
|
0.99% | 255K | NEW | -1.12% | $91.0M | $357.17 | — |
| 6 |
Dodge & Cox
|
0.76% | 3.9M | +18.61% | +740.01% | $1.41B | $357.17 | — |
| 7 |
Cantillon Capital Management William von Mueffling
|
0.71% | 369K | NEW | — | $131.8M | $357.17 | — |
| 8 |
First Eagle Investment Management
|
0.00% | 10 | NEW | — | $3,572 | $357.20 | — |
| 8 | Total | — | 8.1M | +4.26% | +80.07% | $2.89B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.