Lincoln Electric
LECO
686 hedge funds and large institutions have $14.3B invested in Lincoln Electric in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 244 increasing their positions, 236 reducing their positions, and 57 closing their positions.
53% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 57
41% more call options, than puts
Call options by funds: $37.5M | Put options by funds: $26.6M
38% more capital invested
Capital invested by funds: $10.4B → $14.3B (+$3.94B)
4.79% more ownership
Funds ownership: 79.12% → 83.91% (+4.8%)
3% more funds holding
Funds holding: 667 → 686 (+19)
3% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 236
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAM
Diamant Asset Management
Ridgefield,
Connecticut
|
+$1.02B |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$89.7M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$84.5M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$68.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$67.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$84.1M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$65.1M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$49.9M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$46.9M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$37.1M |
LECO Hedge Fund Activity: Q1 2026 in Review
686 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2026, worth a combined $14.3B — up 38% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new LECO positions and 57 closed out — a net gain of 30 holders — while 244 added to existing stakes and 236 trimmed.
The largest buyer was Diamant Asset Management, adding an estimated $1.02B. The largest seller was JP Morgan Chase, cutting an estimated $84.1M.
- 686 institutional investors held Lincoln Electric (LECO) as of Q1 2026, up from 667 in Q4 2025.
- Funds reported $14.3B of Lincoln Electric stock for Q1 2026, up 38% quarter-over-quarter.
- 87 funds opened new Lincoln Electric positions in Q1 2026 and 57 closed out, a net change of +30 holders.
- The largest Lincoln Electric buyer in Q1 2026 was Diamant Asset Management, an estimated $1.02B added.
- The largest Lincoln Electric seller in Q1 2026 was JP Morgan Chase, an estimated $84.1M sold.
Based on aggregated 13F filings for Q1 2026.