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Lowe's Companies

2,707 hedge funds and large institutions have $108B invested in Lowe's Companies in 2025 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 984 increasing their positions, 1,029 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 285 | Existing positions closed: 174

12% more call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.23B

2.55% more ownership

Funds ownership: 76.47%79.02% (+2.6%)

2% more funds holding

Funds holding: 2,6502,707 (+57)

0% more capital invested

Capital invested by funds: $108B → $108B (+$396M)

4% less repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 1,029

29% less funds holding in top 10

Funds holding in top 10: 4834 (-14)

Holders
2,707
Holders Change
+57
Holders Change %
+2.15%
% of All Funds
32.93%
Holding in Top 10
34
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-29.17%
% of All Funds
0.41%
New
285
Increased
984
Reduced
1,029
Closed
174
Calls
$1.38B
Puts
$1.23B
Net Calls
+$148M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
2001
Philadelphia Trust Company
Pennsylvania
$350K
SAM
2002
Stembrook Asset Management
New Jersey
$348K +$347K +1,444 New
PWM
2003
Purus Wealth Management
California
$347K +$480 +2 +0.1%
HWMG
2004
Hurlow Wealth Management Group
Indiana
$346K -$86K -358 -20%
PAS
2005
PKS Advisory Services
New York
$346K -$45.6K -190 -12%
TIA
2006
Tandem Investment Advisors
South Carolina
$346K +$127K +530 +59%
4WM
2007
44 Wealth Management
Oregon
$345K -$12.2K -51 -3%
PWS
2008
Proactive Wealth Strategies
Georgia
$344K +$1.68K +7 +0.5%
C1AG
2009
Client 1st Advisory Group
Florida
$342K -$6K -25 -2%
CYG
2010
Clean Yield Group
Vermont
$342K
WMWM
2011
Wilkins Miller Wealth Management
Alabama
$342K -$5.28K -22 -2%
RWM
2012
Riverbend Wealth Management
South Carolina
$342K -$11.5K -48 -3%
FC
2013
Fusion Capital
South Carolina
$341K +$1.2K +5 +0.4%
GPA
2014
Garrison Point Advisors
California
$340K
OFS
2015
Oldfather Financial Services
Nebraska
$340K -$5.28K -22 -2%
FDP
2016
Financiere des Professionnels
Quebec, Canada
$340K +$338K +1,409 New
BLC
2017
Brown, Lisle/Cummings
Rhode Island
$338K
Bank Julius Baer & Co
2018
Bank Julius Baer & Co
Switzerland
$337K -$384K -1,601 -53%
RB
2019
Rodgers Brothers
Pennsylvania
$337K -$312K -1,300 -48%
SIM
2020
Sentry Investment Management
Wisconsin
$337K
CJ
2021
Caitlin John
Michigan
$336K +$328K +1,367 +5,063%
SAP
2022
Strategic Advisory Partners
North Carolina
$335K +$334K +1,389 New
PWM
2023
Partners Wealth Management
California
$335K
BAM
2024
Blueshift Asset Management
New Jersey
$334K +$51.6K +215 +18%
IA
2025
IFC Advisors
California
$333K -$1.04M -4,332 -76%