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Lam Research
LRCX

Overview Fund Activity

1,845 hedge funds and large institutions have $102B invested in Lam Research in 2025 Q2 according to their latest regulatory filings, with 240 funds opening new positions, 735 increasing their positions, 655 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+72
Holders Change %
+4.06%
% of All Funds
24.74%
Holding in Top 10
47
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+51.61%
% of All Funds
0.63%
New
240
Increased
735
Reduced
655
Closed
131
Calls
$2.1B
Puts
$2.28B
Net Calls
-$183M
Net Calls Change
-$254M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$496M
2
Goldman Sachs
Goldman Sachs
New York
+$431M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$262M
4
Artisan Partners
Artisan Partners
Wisconsin
+$251M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$230M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$773M
2
Ameriprise
Ameriprise
Minnesota
-$368M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$243M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$195M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
326
LMR Partners
United Kingdom
$16M -$5.92M -60,778 -27%
Cambridge Investment Research Advisors
327
Cambridge Investment Research Advisors
Iowa
$16M -$892K -9,161 -5%
ERP
328
Eldred Rock Partners
Texas
$15.8M -$839K -8,623 -5%
LSERS
329
Louisiana State Employees Retirement System
Louisiana
$15.7M -$175K -1,800 -1%
STP
330
Science & Technology Partners
New York
$15.7M +$6.32M +64,950 +68%
BEI
331
Benjamin Edwards Inc
Missouri
$15.6M +$307K +3,150 +2%
HP
332
Hosking Partners
United Kingdom
$15.6M -$128K -1,318 -0.8%
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$15.5M -$220K -2,256 -1%
VHAM
334
Van Hulzen Asset Management
California
$15.5M +$9.98M +102,553 +182%
YCM
335
Yousif Capital Management
Michigan
$15.5M -$176K -1,806 -1%
LOAME
336
Lombard Odier Asset Management (Europe)
United Kingdom
$15.4M +$11.1M +113,586 +253%
ASN
337
Advisory Services Network
Georgia
$15.4M +$1.56M +16,494 +11%
FMC
338
First Merchants Corp
Indiana
$15.3M -$2.4M -24,692 -14%
SMDAM
339
Sumitomo Mitsui DS Asset Management
Japan
$15.1M +$268K +2,749 +2%
NRG
340
Nemes Rush Group
Michigan
$15.1M +$937K +9,625 +7%
Envestnet Portfolio Solutions
341
Envestnet Portfolio Solutions
Illinois
$15.1M +$130K +1,339 +0.9%
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$15M -$406K -4,176 -3%
SDIC
343
South Dakota Investment Council
South Dakota
$14.9M – – –
VIM
344
Vinva Investment Management
Australia
$14.9M +$5.47M +56,281 +58%
KAS
345
Kestra Advisory Services
Texas
$14.8M +$1.15M +11,766 +8%
GCM
346
Genus Capital Management
British Columbia, Canada
$14.5M +$14.5M +148,720 New
IGAM
347
iA Global Asset Management
Quebec, Canada
$14.2M +$31.3K +322 +0.2%
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2M -$13.1M -134,965 -48%
GH
349
GAM Holding
Switzerland
$14M +$3.63M +37,341 +35%
SOADOR
350
State of Alaska Department of Revenue
Alaska
$14M -$644K -6,615 -4%
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