Lithium Americas
218 hedge funds and large institutions have $129M invested in Lithium Americas in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 35 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 54
0.34% less ownership
Funds ownership: 22.12% → 21.79% (-0.34%)
4% less funds holding
Funds holding: 228 → 218 (-10)
10% less capital invested
Capital invested by funds: $144M → $129M (-$14.8M)
23% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 35
44% less call options, than puts
Call options by funds: $13M | Put options by funds: $23.4M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$5.37M |
| 2 |
Goldman Sachs
New York
|
+$978K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$903K |
| 4 |
DRP
Decade Renewable Partners
Houston,
Texas
|
+$699K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$618K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
GK Wealth Management
Reno,
Nevada
|
-$2.82M |
| 2 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
-$1.64M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.39M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$1.19M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$983K |
LAC Hedge Fund Activity: Q1 2025 in Review
218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Lithium Americas (LAC) for Q1 2025, worth a combined $129M — down 10% from $144M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of LAC and 27 opened new positions — a net loss of 8 holders — while 54 trimmed existing stakes and 57 added.
The largest buyer was VanEck Associates, adding an estimated $5.37M. The largest seller was GK Wealth Management, exiting entirely with an estimated $2.82M sold.
- 218 institutional investors held Lithium Americas (LAC) as of Q1 2025, down from 228 in Q4 2024.
- Funds reported $129M of Lithium Americas stock for Q1 2025, down 10% quarter-over-quarter.
- 27 funds opened new Lithium Americas positions in Q1 2025 and 35 closed out, a net change of -8 holders.
- The largest Lithium Americas buyer in Q1 2025 was VanEck Associates, an estimated $5.37M added.
- The largest Lithium Americas seller in Q1 2025 was GK Wealth Management, an estimated $2.82M sold.
Based on aggregated 13F filings for Q1 2025.