LandBridge Co
187 hedge funds and large institutions have $1.89B invested in LandBridge Co in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 77 increasing their positions, 32 reducing their positions, and 20 closing their positions.
200% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 20
141% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 32
106% more call options, than puts
Call options by funds: $19.3M | Put options by funds: $9.39M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
38% more capital invested
Capital invested by funds: $1.37B → $1.89B (+$517M)
25% more funds holding
Funds holding: 150 → 187 (+37)
11.94% less ownership
Funds ownership: 110.04% → 98.1% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.1M |
| 2 |
Two Sigma Investments
New York
|
+$31.9M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$26.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$22.8M |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$217M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$16.8M |
| 3 |
Goldman Sachs
New York
|
-$12.1M |
| 4 |
Millennium Management
New York
|
-$8.4M |
| 5 |
CCM
Cinctive Capital Management
New York
|
-$7.67M |
LB Hedge Fund Activity: Q1 2026 in Review
187 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in LandBridge Co (LB) for Q1 2026, worth a combined $1.89B — up 38% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new LB positions and 20 closed out — a net gain of 40 holders — while 77 added to existing stakes and 32 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $33.1M. The largest seller was Morgan Stanley, cutting an estimated $217M.
- 187 institutional investors held LandBridge Co (LB) as of Q1 2026, up from 150 in Q4 2025.
- Funds reported $1.89B of LandBridge Co stock for Q1 2026, up 38% quarter-over-quarter.
- 60 funds opened new LandBridge Co positions in Q1 2026 and 20 closed out, a net change of +40 holders.
- The largest LandBridge Co buyer in Q1 2026 was Fidelity Investments, an estimated $33.1M added.
- The largest LandBridge Co seller in Q1 2026 was Morgan Stanley, an estimated $217M sold.
Based on aggregated 13F filings for Q1 2026.