As of June 30, 2025, Lam Research Corp (LRCX) was held by 11 hedge funds, representing a net increase of 1,045,884 shares and a market value increase of approximately $223,599,000. The latest 13F filings indicated that 6 funds raised their holdings, while 1 fund decreased its position, and 3 funds initiated new positions. Notably, Fairbanks Capital Management exited its position in LRCX during this period.
In total, hedge funds increased their LRCX holdings from 105,141,243 to 109,149,608 shares, marking an increase of about 3.81%. This analysis highlights trends in institutional investments in LRCX, emphasizing the importance of examining aggregate positions for a clearer understanding of market sentiment.