Lithium Americas
LAC
275 hedge funds and large institutions have $441M invested in Lithium Americas in 2026 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 98 increasing their positions, 59 reducing their positions, and 38 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 59
29% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 38
27% more call options, than puts
Call options by funds: $29.8M | Put options by funds: $23.5M
2% more funds holding
Funds holding: 269 → 275 (+6)
0.86% less ownership
Funds ownership: 33.16% → 32.31% (-0.86%)
3% less capital invested
Capital invested by funds: $455M → $441M (-$14M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$27.4M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$16.4M |
| 3 |
Morgan Stanley
New York
|
+$7.81M |
| 4 |
Millennium Management
New York
|
+$6.65M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$22M |
| 2 |
VanEck Associates
New York
|
-$14.3M |
| 3 |
Legal & General Group
London,
United Kingdom
|
-$13.6M |
| 4 |
Jane Street
New York
|
-$8.22M |
| 5 |
Walleye Capital
New York
|
-$7.62M |
LAC Hedge Fund Activity: Q2 2026 in Review
275 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Lithium Americas (LAC) for Q2 2026, worth a combined $441M — down 3.1% from $455M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new LAC positions and 38 closed out — a net gain of 11 holders — while 98 added to existing stakes and 59 trimmed.
The largest buyer was Ameriprise, adding an estimated $27.4M. The largest seller was D.E. Shaw & Co, cutting an estimated $22M.
- 275 institutional investors held Lithium Americas (LAC) as of Q2 2026, up from 269 in Q1 2026.
- Funds reported $441M of Lithium Americas stock for Q2 2026, down 3.1% quarter-over-quarter.
- 49 funds opened new Lithium Americas positions in Q2 2026 and 38 closed out, a net change of +11 holders.
- The largest Lithium Americas buyer in Q2 2026 was Ameriprise, an estimated $27.4M added.
- The largest Lithium Americas seller in Q2 2026 was D.E. Shaw & Co, an estimated $22M sold.
Based on aggregated 13F filings for Q2 2026.