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Lam Research

2,622 hedge funds and large institutions have $216B invested in Lam Research in 2026 Q1 according to their latest regulatory filings, with 394 funds opening new positions, 894 increasing their positions, 1,069 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5% less call options, than puts

Call options by funds: $4.46B | Put options by funds: $4.68B

2.86% less ownership

Funds ownership: 83.87%81.01% (-2.9%)

16% less repeat investments, than reductions

Existing positions increased: 894 | Existing positions reduced: 1,069

Holders
2,622
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
140
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.46B
Puts
$4.68B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KV
2001
Kickstand Ventures
New York
$354K
FCM
2002
Family Capital Management
Michigan
$352K
CP
2003
Clarendon Private
Massachusetts
$351K
SMBT
2004
Southern Michigan Bank & Trust
Michigan
$350K
GC
2005
Globeflex Capital
California
$350K
HCM
2006
Highview Capital Management
Illinois
$348K
BWL
2007
Bogart Wealth LLC
Virginia
$348K
RWA
2008
Roberts Wealth Advisors
California
$347K
AIC
2009
Archer Investment Corporation
Indiana
$347K
LMFP
2010
Larry Mathis Financial Planning
Arizona
$346K
WA
2011
Winter & Associates
Minnesota
$346K
AI
2012
Arrien Investments
Idaho
$345K
WH
2013
Wallace Hart
Kentucky
$344K
AWMT
2014
AAFMAA Wealth Management & Trust
North Carolina
$342K
ISL
2015
Ingalls & Snyder LLC
New York
$342K
BAM
2016
Broyhill Asset Management
North Carolina
$342K
STA
2017
Smith Thornton Advisors
Alabama
$342K
TC
2018
TAGStone Capital
North Carolina
$341K
KPWG
2019
KFA Private Wealth Group
Virginia
$340K
CFS
2020
Commonwealth Financial Services
West Virginia
$340K
IPS
2021
Investors Portfolio Services
Washington
$339K
OCWP
2022
Owl Creek Wealth Partners
Colorado
$339K
MWA
2023
Motive Wealth Advisors
Michigan
$336K
TWM
2024
Topsail Wealth Management
North Carolina
$336K
SG
2025
StoneX Group
New York
$335K