Lincoln Electric
LECO
668 hedge funds and large institutions have $10.4B invested in Lincoln Electric in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 225 increasing their positions, 224 reducing their positions, and 54 closing their positions.
143% more call options, than puts
Call options by funds: $15.2M | Put options by funds: $6.25M
85% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 54
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
6% more funds holding
Funds holding: 629 → 668 (+39)
5% more capital invested
Capital invested by funds: $9.88B → $10.4B (+$514M)
2.87% more ownership
Funds ownership: 75.91% → 78.78% (+2.9%)
0% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 224
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$144M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$55.6M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$41.2M |
| 4 |
JP Morgan Chase
New York
|
+$37.5M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$181M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$129M |
| 3 |
Goldman Sachs
New York
|
-$37.3M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$35.5M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$29.4M |
LECO Hedge Fund Activity: Q4 2025 in Review
668 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q4 2025, worth a combined $10.4B — up 5.2% from $9.88B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new LECO positions and 54 closed out — a net gain of 46 holders — while 225 added to existing stakes and 224 trimmed.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $144M. The largest seller was EdgePoint Investment Group, cutting an estimated $181M.
- 668 institutional investors held Lincoln Electric (LECO) as of Q4 2025, up from 629 in Q3 2025.
- Funds reported $10.4B of Lincoln Electric stock for Q4 2025, up 5.2% quarter-over-quarter.
- 100 funds opened new Lincoln Electric positions in Q4 2025 and 54 closed out, a net change of +46 holders.
- The largest Lincoln Electric buyer in Q4 2025 was William Blair Investment Management, an estimated $144M added.
- The largest Lincoln Electric seller in Q4 2025 was EdgePoint Investment Group, an estimated $181M sold.
Based on aggregated 13F filings for Q4 2025.