Lincoln Electric
LECO
691 hedge funds and large institutions have $10.5B invested in Lincoln Electric in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 244 increasing their positions, 237 reducing their positions, and 59 closing their positions.
51% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 59
41% more call options, than puts
Call options by funds: $37.5M | Put options by funds: $26.6M
3% more funds holding
Funds holding: 669 → 691 (+22)
3% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 237
1% more capital invested
Capital invested by funds: $10.4B → $10.5B (+$106M)
1.83% less ownership
Funds ownership: 78.78% → 76.95% (-1.8%)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$89.7M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$84.5M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$68.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$67.7M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$53.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$84.1M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$65.1M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$46.9M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$37.1M |
| 5 |
Walleye Capital
New York
|
-$34.3M |
LECO Hedge Fund Activity: Q1 2026 in Review
691 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Lincoln Electric (LECO) for Q1 2026, worth a combined $10.5B — up 1% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new LECO positions and 59 closed out — a net gain of 30 holders — while 244 added to existing stakes and 237 trimmed.
The largest buyer was Vaughan Nelson Investment Management, adding an estimated $89.7M. The largest seller was JP Morgan Chase, cutting an estimated $84.1M.
- 691 institutional investors held Lincoln Electric (LECO) as of Q1 2026, up from 669 in Q4 2025.
- Funds reported $10.5B of Lincoln Electric stock for Q1 2026, up 1% quarter-over-quarter.
- 89 funds opened new Lincoln Electric positions in Q1 2026 and 59 closed out, a net change of +30 holders.
- The largest Lincoln Electric buyer in Q1 2026 was Vaughan Nelson Investment Management, an estimated $89.7M 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.