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Local Bounti
LOCL

20 hedge funds and large institutions have $1.99M invested in Local Bounti in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

28% more capital invested

Capital invested by funds: $1.56M → $1.99M (+$430K)

5% more funds holding

Funds holding: 19 → 20 (+1)

0.95% less ownership

Funds ownership: 8.75% → 7.8% (-0.95%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BP
BBR Partners
New York
+$408K
2
UBS Group
UBS Group
Switzerland
+$41.2K
3
TRCT
Tower Research Capital (TRC)
New York
+$3.22K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.33K
5
Raymond James Financial
Raymond James Financial
Florida
+$377

Top Sellers

Rank Fund Capital Flow
1
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
-$101K
2
MSR
Main Street Research
Connecticut
-$95.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Cresset Asset Management
Illinois
$501K – – –
BP
2
BBR Partners
New York
$456K +$408K +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 +$2.33K +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 +$41.2K +16,694 +5,737%
BCM
9
Bridgeway Capital Management
Texas
$38.7K – – –
GRP
10
Global Retirement Partners
California
$8.93K +$9.41K +3,816 New
Morgan Stanley
11
Morgan Stanley
New York
$5.82K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$5.66K +$3.22K +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 +$377 +153 New
Bank of America
18
Bank of America
North Carolina
$154 +$64 +26 +65%
JP Morgan Chase
19
JP Morgan Chase
New York
$46 – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$2 +$2 +1 New
SDWIA
21
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$101K -48,825 Closed
MSR
22
Main Street Research
Connecticut
– -$95.6K -46,394 Closed

LOCL Hedge Fund Activity: Q2 2025 in Review

20 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Local Bounti (LOCL) for Q2 2025, worth a combined $1.99M — up 28% from $1.56M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new LOCL positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 0 trimmed.

The largest buyer was BBR Partners, adding an estimated $408K. The largest seller was Schwarz Dygos Wheeler Investment Advisors, exiting entirely with an estimated $101K sold.

  • 20 institutional investors held Local Bounti (LOCL) as of Q2 2025, up from 19 in Q1 2025.
  • Funds reported $1.99M of Local Bounti stock for Q2 2025, up 28% quarter-over-quarter.
  • 3 funds opened new Local Bounti positions in Q2 2025 and 2 closed out, a net change of +1 holder.
  • The largest Local Bounti buyer in Q2 2025 was BBR Partners, an estimated $408K added.
  • The largest Local Bounti seller in Q2 2025 was Schwarz Dygos Wheeler Investment Advisors, an estimated $101K sold.

Based on aggregated 13F filings for Q2 2025.