Lincoln Electric
LECO
582 hedge funds and large institutions have $8.27B invested in Lincoln Electric in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 176 reducing their positions, and 47 closing their positions.
85% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 47
65% more call options, than puts
Call options by funds: $4.09M | Put options by funds: $2.48M
29% more repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 176
6% more funds holding
Funds holding: 550 → 582 (+32)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.11% less ownership
Funds ownership: 78.1% → 77.99% (-0.11%)
15% less capital invested
Capital invested by funds: $9.77B → $8.27B (-$1.5B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$36.9M |
| 2 |
D.E. Shaw & Co
New York
|
+$34.3M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$32.2M |
| 4 |
Millennium Management
New York
|
+$29M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$101M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$71.4M |
| 3 |
JP Morgan Chase
New York
|
-$51M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$50.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$45.9M |
LECO Hedge Fund Activity: Q1 2025 in Review
582 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2025, worth a combined $8.27B — down 15% from $9.77B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new LECO positions and 47 closed out — a net gain of 40 holders — while 227 added to existing stakes and 176 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $36.9M. The largest seller was EdgePoint Investment Group, cutting an estimated $101M.
- 582 institutional investors held Lincoln Electric (LECO) as of Q1 2025, up from 550 in Q4 2024.
- Funds reported $8.27B of Lincoln Electric stock for Q1 2025, down 15% quarter-over-quarter.
- 87 funds opened new Lincoln Electric positions in Q1 2025 and 47 closed out, a net change of +40 holders.
- The largest Lincoln Electric buyer in Q1 2025 was Victory Capital Management, an estimated $36.9M added.
- The largest Lincoln Electric seller in Q1 2025 was EdgePoint Investment Group, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2025.