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Lincoln Electric

628 hedge funds and large institutions have $9.88B invested in Lincoln Electric in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 231 increasing their positions, 207 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 49

51% more call options, than puts

Call options by funds: $8.49M | Put options by funds: $5.63M

12% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 207

8% more capital invested

Capital invested by funds: $9.18B → $9.88B (+$701M)

6% more funds holding

Funds holding: 595628 (+33)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3.39% less ownership

Funds ownership: 79.3%75.91% (-3.4%)

Holders
628
Holders Change
+33
Holders Change %
+5.55%
% of All Funds
8.24%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
90
Increased
231
Reduced
207
Closed
49
Calls
$8.49M
Puts
$5.63M
Net Calls
+$2.85M
Net Calls Change
+$156K
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
476
HighPoint Advisor Group
Illinois
$238K +$3.04K +13 +1%
SGC
477
Slocum, Gordon & Co
Rhode Island
$236K
Jones Financial Companies
478
Jones Financial Companies
Missouri
$235K +$196K +836 +529%
FFM
479
Forum Financial Management
Illinois
$235K +$233K +997 New
VA
480
Valmark Advisers
Ohio
$234K +$232K +992 New
SI
481
Seeds Investor
New York
$234K +$232K +990 New
FT
482
Fiduciary Trust
Massachusetts
$233K +$232K +990 New
DIM
483
Delta Investment Management
California
$233K +$231K +988 New
CPA
484
Capital Performance Advisors
California
$232K +$230K +984 New
BRWA
485
B. Riley Wealth Advisors
Florida
$231K -$65.3K -279 -22%
MAS
486
Meeder Advisory Services
Ohio
$229K -$3.98K -17 -2%
DO
487
denkapparat Operations
Germany
$226K +$225K +960 New
Rafferty Asset Management
488
Rafferty Asset Management
New York
$225K -$5.15K -22 -2%
MM
489
MQS Management
New York
$222K +$221K +942 New
JWCA
490
J.W. Cole Advisors
Florida
$222K +$220K +940 New
SPA
491
Sherbrooke Park Advisers
New York
$219K +$218K +929 New
CGPCS
492
Capital Group Private Client Services
California
$216K -$13.6K -58 -6%
CIA
493
Caerus Investment Advisors
Texas
$214K +$213K +908 New
FC
494
FORA Capital
Florida
$213K +$212K +905 New
Envestnet Portfolio Solutions
495
Envestnet Portfolio Solutions
Illinois
$210K -$120K -512 -37%
JSW
496
Journey Strategic Wealth
New Jersey
$209K +$207K +885 New
GWMR
497
GC Wealth Management RIA
Massachusetts
$204K +$203K +865 New
HWM
498
HB Wealth Management
Georgia
$204K +$203K +865 New
ICP
499
Interchange Capital Partners
Pennsylvania
$203K +$202K +862 New
QEI
500
QSV Equity Investors
Illinois
$203K +$202K +861 New