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Lam Research

1,631 hedge funds and large institutions have $88.4B invested in Lam Research in 2023 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 512 increasing their positions, 586 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 281 | Existing positions closed: 83

29% more funds holding in top 10

Funds holding in top 10: 4254 (+12)

27% more capital invested

Capital invested by funds: $69.7B → $88.4B (+$18.7B)

21.57% more ownership

Funds ownership: 840.22%861.79% (+22%)

12% more funds holding

Funds holding: 1,4501,631 (+181)

13% less repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 586

33% less call options, than puts

Call options by funds: $2.46B | Put options by funds: $3.65B

Holders
1,631
Holders Change
+181
Holders Change %
+12.48%
% of All Funds
23.78%
Holding in Top 10
54
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+28.57%
% of All Funds
0.79%
New
281
Increased
512
Reduced
586
Closed
83
Calls
$2.46B
Puts
$3.65B
Net Calls
-$1.19B
Net Calls Change
-$89.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TFG
1351
Tilson Financial Group
New Jersey
$223K +$194K +2,850 New
AWM
1352
Avaii Wealth Management
Wisconsin
$222K +$194K +2,840 New
IA
1353
IFG Advisory
Georgia
$222K +$193K +2,830 New
ZIM
1354
Zacks Investment Management
Illinois
$222K +$193K +2,830 New
SCP
1355
Sivia Capital Partners
California
$220K +$192K +2,810 New
CTA
1356
Chesley Taft & Associates
Illinois
$219K +$191K +2,800 New
LF
1357
LifePlan Financial
Minnesota
$219K +$190K +2,790 New
RPWA
1358
Regent Peak Wealth Advisors
Georgia
$219K +$190K +2,790 New
MIM
1359
Morningstar Investment Management
Illinois
$218K +$189K +2,780 New
WMA
1360
Wealth Management Associates
New Jersey
$218K +$189K +2,780 New
BCG
1361
Breakwater Capital Group
New Jersey
$218K +$178K +2,610 New
9WM
1362
9258 Wealth Management
Ohio
$216K -$40.9K -600 -18%
AT
1363
Arden Trust
Delaware
$215K +$187K +2,750 New
LFDLE
1364
La Financiere de L'Echiquier
France
$215K +$187K +2,750 New
LA
1365
LexAurum Advisors
Kansas
$215K +$187K +2,750 New
TFA
1366
Teamwork Financial Advisors
Texas
$215K +$187K +2,750 New
CAM
1367
Cypress Asset Management
Texas
$215K +$187K +2,750 New
MPM
1368
Meritage Portfolio Management
Kansas
$215K +$187K +2,750 New
MCM
1369
Monument Capital Management
Virginia
$213K +$185K +2,720 New
1WM
1370
1858 Wealth Management
Ohio
$213K +$185K +2,720 New
AG
1371
AIA Group
Hong Kong
$213K +$185K +2,720 New
PW
1372
Peninsula Wealth
California
$213K +$185K +2,720 New
CFO
1373
Collective Family Office
Pennsylvania
$211K +$184K +2,700 New
NJBEST
1374
New Jersey Better Educational Savings Trust
New Jersey
$211K +$184K +2,700 New
TI
1375
Truepoint Inc
Ohio
$211K +$183K +2,690 New

LRCX Hedge Fund Activity: Q4 2023 in Review

1,631 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Lam Research (LRCX) for Q4 2023, worth a combined $88.4B — up 27% from $69.7B a quarter earlier.

Buyers outnumbered sellers: 281 funds opened new LRCX positions and 83 closed out — a net gain of 198 holders — while 512 added to existing stakes and 586 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.23B. The largest seller was Ameriprise, cutting an estimated $272M.

  • 1,631 institutional investors held Lam Research (LRCX) as of Q4 2023, up from 1,450 in Q3 2023.
  • Funds reported $88.4B of Lam Research stock for Q4 2023, up 27% quarter-over-quarter.
  • 281 funds opened new Lam Research positions in Q4 2023 and 83 closed out, a net change of +198 holders.
  • The largest Lam Research buyer in Q4 2023 was Morgan Stanley, an estimated $1.23B added.
  • The largest Lam Research seller in Q4 2023 was Ameriprise, an estimated $272M sold.

Based on aggregated 13F filings for Q4 2023.