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Local Bounti
LOCL

23 hedge funds and large institutions have $2.76M invested in Local Bounti in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

38% more capital invested

Capital invested by funds: $1.99M → $2.76M (+$766K)

15% more funds holding

Funds holding: 20 → 23 (+3)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

3.63% less ownership

Funds ownership: 7.8% → 4.17% (-3.6%)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$91.8K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$66.5K
3
OF
Outfitter Financial
Maine
+$41.1K
4
Northern Trust
Northern Trust
Illinois
+$38.9K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$11.4K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$39.7K
2
Morgan Stanley
Morgan Stanley
New York
-$5.68K
3
TRCT
Tower Research Capital (TRC)
New York
-$5.66K
4
Raymond James Financial
Raymond James Financial
Florida
-$358
5
Bank of America
Bank of America
North Carolina
-$68
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Cresset Asset Management
Illinois
$641K – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$624K +$66.5K +24,603 +13%
BP
3
BBR Partners
New York
$582K – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$356K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$123K +$11.4K +4,234 +11%
State Street
6
State Street
Massachusetts
$102K +$91.8K +33,980 New
PA
7
Pinnacle Associates
New York
$92.2K – – –
BlackRock
8
BlackRock
New York
$82.3K – – –
BCM
9
Bridgeway Capital Management
Texas
$49.4K – – –
OF
10
Outfitter Financial
Maine
$45.4K +$41.1K +15,192 New
Northern Trust
11
Northern Trust
Illinois
$43K +$38.9K +14,388 New
GRP
12
Global Retirement Partners
California
$11.5K +$46 +17 +0.4%
MCM
13
MAI Capital Management
Ohio
$1.38K – – –
Morgan Stanley
14
Morgan Stanley
New York
$1.15K -$5.68K -2,103 -85%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$789 -$41 -15 -5%
SS
16
SBI Securities
Japan
$768 -$14 -5 -2%
DWA
17
Delos Wealth Advisors
Texas
$658 +$595 +220 New
AF
18
Allworth Financial
California
$575 – – –
Citigroup
19
Citigroup
New York
$182 +$165 +61 New
Barclays
20
Barclays
United Kingdom
$155 +$141 +52 New
Bank of America
21
Bank of America
North Carolina
$123 -$68 -25 -38%
JP Morgan Chase
22
JP Morgan Chase
New York
$63 +$3 +1 +5%
Osaic Holdings
23
Osaic Holdings
Arizona
$2 – – –
UBS Group
24
UBS Group
Switzerland
– -$39.7K -16,985 Closed
TRCT
25
Tower Research Capital (TRC)
New York
– -$5.66K -2,417 Closed
1
2

LOCL Hedge Fund Activity: Q3 2025 in Review

23 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in Local Bounti (LOCL) for Q3 2025, worth a combined $2.76M — up 38% from $1.99M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LOCL positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $91.8K. The largest seller was UBS Group, exiting entirely with an estimated $39.7K sold.

  • 23 institutional investors held Local Bounti (LOCL) as of Q3 2025, up from 20 in Q2 2025.
  • Funds reported $2.76M of Local Bounti stock for Q3 2025, up 38% quarter-over-quarter.
  • 6 funds opened new Local Bounti positions in Q3 2025 and 3 closed out, a net change of +3 holders.
  • The largest Local Bounti buyer in Q3 2025 was State Street, an estimated $91.8K added.
  • The largest Local Bounti seller in Q3 2025 was UBS Group, an estimated $39.7K sold.

Based on aggregated 13F filings for Q3 2025.