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Lam Research

1,845 hedge funds and large institutions have $102B invested in Lam Research in 2025 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 735 increasing their positions, 656 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+71
Holders Change %
+4%
% 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
239
Increased
735
Reduced
656
Closed
131
Calls
$2.1B
Puts
$2.28B
Net Calls
-$183M
Net Calls Change
-$254M
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
1701
Key Financial Inc
Pennsylvania
$44.8K +$44.8K +460 New
CPG
1702
Cornerstone Planning Group
New Jersey
$44.6K -$5.9K -61 -12%
BHWM
1703
Beaird Harris Wealth Management
Texas
$42.6K +$4.87K +50 +13%
VWA
1704
Valued Wealth Advisors
Utah
$42.3K -$46.9K -481 -53%
TWD
1705
True Wealth Design
Ohio
$41.5K +$15.8K +162 +61%
RWS
1706
Retirement Wealth Solutions
Wisconsin
$41.3K -$19.6K -201 -32%
BGAI
1707
Bruce G. Allen Investments
Colorado
$41K +$27.6K +284 +207%
Loomis, Sayles & Company
1708
Loomis, Sayles & Company
Massachusetts
$40.2K -$21.8K -224 -35%
AT
1709
Avalon Trust
New Mexico
$39.9K
BFPW
1710
BOK Financial Private Wealth
Colorado
$39K
SFCL
1711
Strengthening Families & Communities LLC
Massachusetts
$39K +$32K +440 +458%
FDW
1712
Fourth Dimension Wealth
Ohio
$38.9K -$48.7K -500 -56%
CT
1713
Clearstead Trust
Maine
$38.9K -$4.67K -48 -11%
FF
1714
Finley Financial
Nevada
$38.9K
CTB
1715
Country Trust Bank
Illinois
$38.9K
HNB
1716
Hilltop National Bank
Wyoming
$38.4K +$38.4K +395 New
BDPWM
1717
Barnes Dennig Private Wealth Management
Ohio
$38.1K +$38.1K +391 New
MCA
1718
Midwest Capital Advisors
Michigan
$37K
BOJHT
1719
Bank of Jackson Hole Trust
Wyoming
$37K +$19.5K +200 +111%
MAS
1720
MPWM Advisory Solutions
Georgia
$36K
AP
1721
Atwood & Palmer
Missouri
$36K
S
1722
Sachetta
Massachusetts
$33.8K -$682 -7 -2%
FP
1723
Financial Perspectives
Minnesota
$33.4K
RS
1724
Rakuten Securities
Japan
$33K -$15.5K -159 -32%
VWA
1725
VSM Wealth Advisory
Maryland
$32.1K