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LCI Industries

322 hedge funds and large institutions have $2.35B invested in LCI Industries in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 106 increasing their positions, 108 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 37

52% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $10.5M

10% more funds holding

Funds holding: 293322 (+29)

0.94% more ownership

Funds ownership: 104.6%105.54% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 108

15% less capital invested

Capital invested by funds: $2.75B → $2.35B (-$402M)

Holders
322
Holders Change
+29
Holders Change %
+9.9%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
71
Increased
106
Reduced
108
Closed
37
Calls
$15.9M
Puts
$10.5M
Net Calls
+$5.42M
Net Calls Change
+$5.89M
Name Holding Trade Value Shares
Change
Change in
Stake
JFL
26
Jarislowsky, Fraser Ltd
Quebec, Canada
$20.1M -$995K -9,908 -4%
UBS Group
27
UBS Group
Switzerland
$18.1M +$8.16M +81,239 +64%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$16.9M +$19.4M +193,391 New
Bank of America
29
Bank of America
North Carolina
$16.6M -$2.47M -24,578 -11%
Barclays
30
Barclays
United Kingdom
$16.3M +$4.28M +42,594 +30%
Goldman Sachs
31
Goldman Sachs
New York
$15.9M -$5M -49,785 -21%
CCA
32
Conestoga Capital Advisors
Pennsylvania
$15.5M +$1.21M +12,000 +7%
SCM
33
Stadium Capital Management
Connecticut
$12.4M +$7.2M +71,646 +102%
Citadel Advisors
34
Citadel Advisors
Florida
$11.8M +$12.4M +123,535 +1,081%
GT
35
Glenmede Trust
Pennsylvania
$10.7M -$295K -2,938 -2%
Invesco
36
Invesco
Georgia
$10.5M +$1.17M +11,637 +11%
Ameriprise
37
Ameriprise
Minnesota
$10.3M +$582K +5,796 +5%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$9.64M -$528K -5,252 -5%
Citigroup
39
Citigroup
New York
$9.12M +$2.67M +26,585 +34%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$8.83M +$10.1M +100,962 New
RHJA
41
Rice Hall James & Associates
California
$8.72M -$23.5K -234 -0.2%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$8.46M +$4.44M +44,209 +84%
N
43
Nuveen
North Carolina
$8.36M -$116K -1,159 -1%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.1M +$2.93M +29,188 +46%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$8.09M +$9.3M +92,563 New
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$8.05M +$4.22M +42,055 +84%
TI
47
Trexquant Investment
Connecticut
$7.86M +$3.9M +38,824 +76%
T. Rowe Price Investment Management
48
T. Rowe Price Investment Management
Maryland
$7.26M -$22.7M -225,805 -73%
CSS
49
Cubist Systematic Strategies
Connecticut
$7.07M +$8.12M +80,872 New
UBS AM
50
UBS AM
Illinois
$6.7M +$755K +7,515 +11%

LCII Hedge Fund Activity: Q1 2025 in Review

322 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in LCI Industries (LCII) for Q1 2025, worth a combined $2.35B — down 15% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new LCII positions and 37 closed out — a net gain of 34 holders — while 106 added to existing stakes and 108 trimmed.

The largest buyer was Millennium Management, adding an estimated $52.9M. The largest seller was Fidelity Investments, cutting an estimated $80.9M.

  • 322 institutional investors held LCI Industries (LCII) as of Q1 2025, up from 293 in Q4 2024.
  • Funds reported $2.35B of LCI Industries stock for Q1 2025, down 15% quarter-over-quarter.
  • 71 funds opened new LCI Industries positions in Q1 2025 and 37 closed out, a net change of +34 holders.
  • The largest LCI Industries buyer in Q1 2025 was Millennium Management, an estimated $52.9M added.
  • The largest LCI Industries seller in Q1 2025 was Fidelity Investments, an estimated $80.9M sold.

Based on aggregated 13F filings for Q1 2025.