Lithium Americas
240 hedge funds and large institutions have $379M invested in Lithium Americas in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 72 increasing their positions, 45 reducing their positions, and 25 closing their positions.
193% more capital invested
Capital invested by funds: $129M → $379M (+$250M)
148% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 25
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 45
17% more funds holding
Funds holding: 205 → 240 (+35)
17% more call options, than puts
Call options by funds: $49.9M | Put options by funds: $42.8M
5.47% more ownership
Funds ownership: 21.93% → 27.39% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$28M |
| 2 |
Millennium Management
New York
|
+$9.64M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.77M |
| 4 |
Goldman Sachs
New York
|
+$4.59M |
| 5 |
HF
HRT Financial
New York
|
+$4.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Hancock Prospecting
West Perth,
Australia
|
-$6.72M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.56M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$2.95M |
| 4 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
-$2.86M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.58M |
LAC Hedge Fund Activity: Q3 2025 in Review
240 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Lithium Americas (LAC) for Q3 2025, worth a combined $379M — up 193% from $129M a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new LAC positions and 25 closed out — a net gain of 37 holders — while 72 added to existing stakes and 45 trimmed.
The largest buyer was VanEck Associates, adding an estimated $28M. The largest seller was Hancock Prospecting, exiting entirely with an estimated $6.72M sold.
- 240 institutional investors held Lithium Americas (LAC) as of Q3 2025, up from 205 in Q2 2025.
- Funds reported $379M of Lithium Americas stock for Q3 2025, up 193% quarter-over-quarter.
- 62 funds opened new Lithium Americas positions in Q3 2025 and 25 closed out, a net change of +37 holders.
- The largest Lithium Americas buyer in Q3 2025 was VanEck Associates, an estimated $28M added.
- The largest Lithium Americas seller in Q3 2025 was Hancock Prospecting, an estimated $6.72M sold.
Based on aggregated 13F filings for Q3 2025.