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Local Bounti
LOCL

Overview Fund Activity

19 hedge funds and large institutions have $1.99M invested in Local Bounti in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
–
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BP
BBR Partners
New York
+$387K
2
UBS Group
UBS Group
Switzerland
+$39.1K
3
TRCT
Tower Research Capital (TRC)
New York
+$3.05K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.21K
5
Raymond James Financial
Raymond James Financial
Florida
+$358

Top Sellers

1
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
-$101K
2
MSR
Main Street Research
Connecticut
-$95.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1
Cresset Asset Management
Illinois
$501K – – –
BP
2
BBR Partners
New York
$456K +$387K +165,403 +565%
Vanguard Group
3
Vanguard Group
Pennsylvania
$431K – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$278K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$86.3K +$2.21K +945 +3%
PA
6
Pinnacle Associates
New York
$72.2K – – –
BlackRock
7
BlackRock
New York
$64.4K – – –
UBS Group
8
UBS Group
Switzerland
$39.7K +$39.1K +16,694 +5,737%
BCM
9
Bridgeway Capital Management
Texas
$38.7K – – –
GRP
10
Global Retirement Partners
California
$8.93K +$8.93K +3,816 New
Morgan Stanley
11
Morgan Stanley
New York
$5.82K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$5.66K +$3.05K +1,304 +117%
MCM
13
MAI Capital Management
Ohio
$1.08K – – –
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$653 – – –
SS
15
SBI Securities
Japan
$613 +$12 +5 +2%
AF
16
Allworth Financial
California
$450 – – –
Raymond James Financial
17
Raymond James Financial
Florida
$358 +$358 +153 New
Bank of America
18
Bank of America
North Carolina
$154 +$61 +26 +65%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$46 – – –
SDWIA
20
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$101K -48,825 Closed
MSR
21
Main Street Research
Connecticut
– -$95.6K -46,394 Closed