Lincoln Electric
LECO
705 hedge funds and large institutions have $11.8B invested in Lincoln Electric in 2026 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 220 increasing their positions, 273 reducing their positions, and 54 closing their positions.
376% more call options, than puts
Call options by funds: $54.1M | Put options by funds: $11.4M
77% more capital inflows, than outflows
Capital inflows: $1.56B | Capital outflows: $881M
39% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 54
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
4.23% more ownership
Funds ownership: 76.95% → 81.18% (+4.2%)
2% more funds holding
Funds holding: 692 → 705 (+13)
19% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 273
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management
Carouge,
Switzerland
|
+$142M |
| 2 |
Goldman Sachs
New York
|
+$90.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$85M |
| 4 |
Freestone Grove Partners
San Francisco,
California
|
+$74.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$48.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vaughan Nelson Investment Management
Houston,
Texas
|
-$199M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$55.8M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$46.9M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$40M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$34.8M |
LECO Hedge Fund Activity: Q2 2026 in Review
705 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q2 2026, worth a combined $11.8B — up 12% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new LECO positions and 54 closed out — a net gain of 21 holders — while 220 added to existing stakes and 273 trimmed.
The largest buyer was Pictet Asset Management, adding an estimated $142M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $199M sold.
- 705 institutional investors held Lincoln Electric (LECO) as of Q2 2026, up from 692 in Q1 2026.
- Funds reported $11.8B of Lincoln Electric stock for Q2 2026, up 12% quarter-over-quarter.
- 75 funds opened new Lincoln Electric positions in Q2 2026 and 54 closed out, a net change of +21 holders.
- The largest Lincoln Electric buyer in Q2 2026 was Pictet Asset Management, an estimated $142M added.
- The largest Lincoln Electric seller in Q2 2026 was Vaughan Nelson Investment Management, an estimated $199M sold.
Based on aggregated 13F filings for Q2 2026.