Lamar Advertising Co
LAMR
680 hedge funds and large institutions have $10.9B invested in Lamar Advertising Co in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 234 increasing their positions, 246 reducing their positions, and 52 closing their positions.
150% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $6.44M
81% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 52
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more funds holding
Funds holding: 648 → 680 (+32)
1% more capital invested
Capital invested by funds: $10.7B → $10.9B (+$134M)
5% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 246
2.2% less ownership
Funds ownership: 101.15% → 98.94% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
Ruffer LLP
London,
United Kingdom
|
+$30M |
| 2 |
QCM
Quantinno Capital Management
New York
|
+$29.2M |
| 3 |
Two Sigma Investments
New York
|
+$26M |
| 4 |
Select Equity Group
New York
|
+$21M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$92.5M |
| 2 |
JP Morgan Chase
New York
|
-$82.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$60.3M |
| 4 |
Cohen & Steers
New York
|
-$48M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$46.4M |
LAMR Hedge Fund Activity: Q4 2025 in Review
680 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Lamar Advertising Co (LAMR) for Q4 2025, worth a combined $10.9B — up 1.2% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new LAMR positions and 52 closed out — a net gain of 42 holders — while 234 added to existing stakes and 246 trimmed.
The largest buyer was Ruffer LLP, opening a new position worth an estimated $30M. The largest seller was Janus Henderson Group, cutting an estimated $92.5M.
- 680 institutional investors held Lamar Advertising Co (LAMR) as of Q4 2025, up from 648 in Q3 2025.
- Funds reported $10.9B of Lamar Advertising Co stock for Q4 2025, up 1.2% quarter-over-quarter.
- 94 funds opened new Lamar Advertising Co positions in Q4 2025 and 52 closed out, a net change of +42 holders.
- The largest Lamar Advertising Co buyer in Q4 2025 was Ruffer LLP, an estimated $30M added.
- The largest Lamar Advertising Co seller in Q4 2025 was Janus Henderson Group, an estimated $92.5M sold.
Based on aggregated 13F filings for Q4 2025.