Lithium Americas
269 hedge funds and large institutions have $455M invested in Lithium Americas in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 58 closing their positions.
113% more call options, than puts
Call options by funds: $37.8M | Put options by funds: $17.8M
56% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 55
10% more capital invested
Capital invested by funds: $413M → $455M (+$42M)
2.34% more ownership
Funds ownership: 30.83% → 33.16% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 58
4% less funds holding
Funds holding: 280 → 269 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$40.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$36.5M |
| 3 |
D.E. Shaw & Co
New York
|
+$31.6M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$6.35M |
| 5 |
Citigroup
New York
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$16.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.84M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.04M |
| 4 |
Renaissance Technologies
New York
|
-$3.83M |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$3.68M |
LAC Hedge Fund Activity: Q1 2026 in Review
269 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Lithium Americas (LAC) for Q1 2026, worth a combined $455M — up 10% from $413M a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of LAC and 54 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 86 added.
The largest buyer was VanEck Associates, adding an estimated $40.4M. The largest seller was Millennium Management, cutting an estimated $16.8M.
- 269 institutional investors held Lithium Americas (LAC) as of Q1 2026, down from 280 in Q4 2025.
- Funds reported $455M of Lithium Americas stock for Q1 2026, up 10% quarter-over-quarter.
- 54 funds opened new Lithium Americas positions in Q1 2026 and 58 closed out, a net change of -4 holders.
- The largest Lithium Americas buyer in Q1 2026 was VanEck Associates, an estimated $40.4M added.
- The largest Lithium Americas seller in Q1 2026 was Millennium Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2026.