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Local Bounti

24 hedge funds and large institutions have $1.21M invested in Local Bounti in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

1.3% less ownership

Funds ownership: 6%4.69% (-1.3%)

4% less funds holding

Funds holding: 2524 (-1)

43% less capital invested

Capital invested by funds: $2.12M → $1.21M (-$906K)

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Cresset Asset Management
Illinois
$247K
BP
2
BBR Partners
New York
$226K
VCM
3
Vanguard Capital Management
Pennsylvania
$219K +$321K +189,080 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$138K
Geode Capital Management
5
Geode Capital Management
Massachusetts
$74.5K +$39.3K +23,156 +56%
SDWIA
6
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$64.6K -$1.7K -1,000 -2%
OF
7
Outfitter Financial
Maine
$48.5K +$19.5K +11,500 +38%
State Street
8
State Street
Massachusetts
$39.4K
PA
9
Pinnacle Associates
New York
$35.8K
BlackRock
10
BlackRock
New York
$31.9K
VFT
11
Vanguard Fiduciary Trust
Pennsylvania
$22.8K +$33.4K +19,664 New
Citadel Advisors
12
Citadel Advisors
Florida
$20.9K +$30.6K +18,011 New
BCM
13
Bridgeway Capital Management
Texas
$19.2K
Northern Trust
14
Northern Trust
Illinois
$16.7K
Jones Financial Companies
15
Jones Financial Companies
Missouri
$4.65K +$7.25K +4,267 New
FS
16
Financially Speaking
Colorado
$1.16K
MCM
17
MAI Capital Management
Ohio
$535
Morgan Stanley
18
Morgan Stanley
New York
$446
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$306
SS
20
SBI Securities
Japan
$298
DWA
21
Delos Wealth Advisors
Texas
$256
AF
22
Allworth Financial
California
$223 +$326 +192 New
JP Morgan Chase
23
JP Morgan Chase
New York
$11 -$65 -38 -79%
Osaic Holdings
24
Osaic Holdings
Arizona
$1
Walleye Capital
25
Walleye Capital
New York
-$517 -322,829 Closed

LOCL Hedge Fund Activity: Q1 2026 in Review

24 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Local Bounti (LOCL) for Q1 2026, worth a combined $1.21M — down 43% from $2.12M a quarter earlier.

Fund positioning in LOCL was balanced in Q1 2026: 5 funds opened new positions, 5 closed out, 2 added to existing stakes and 2 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $39.3K. The largest seller was Schwarz Dygos Wheeler Investment Advisors, cutting an estimated $1.7K.

  • 24 institutional investors held Local Bounti (LOCL) as of Q1 2026, down from 25 in Q4 2025.
  • Funds reported $1.21M of Local Bounti stock for Q1 2026, down 43% quarter-over-quarter.
  • 5 funds opened new Local Bounti positions in Q1 2026 and 5 closed out, a net change of 0 holders.
  • The largest Local Bounti buyer in Q1 2026 was Geode Capital Management, an estimated $39.3K added.
  • The largest Local Bounti seller in Q1 2026 was Schwarz Dygos Wheeler Investment Advisors, an estimated $1.7K sold.

Based on aggregated 13F filings for Q1 2026.