Lennar Class B
LEN.B
244 hedge funds and large institutions have $860M invested in Lennar Class B in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 137 reducing their positions, and 41 closing their positions.
1.21% less ownership
Funds ownership: 26.13% → 24.92% (-1.2%)
8% less funds holding
Funds holding: 265 → 244 (-21)
19% less capital invested
Capital invested by funds: $1.07B → $860M (-$206M)
44% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 41
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
55% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$3.86M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
+$2.83M |
| 3 |
GCM
GoodHaven Capital Management
Millburn,
New Jersey
|
+$2.56M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.73M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
Gabelli Funds
Rye,
New York
|
-$12M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.37M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$5.93M |
| 4 |
GCIA
Gabelli & Co Investment Advisers
Rye,
New York
|
-$5.69M |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$2.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
276
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$1.19K | -9 | Closed |
|
|
CT
277
Colonial Trust
Spartanburg,
South Carolina
| – | -$1.06K | -8 | Closed |
|
|
CA
278
Continuum Advisory
Eagle,
Idaho
| – | -$925 | -7 | Closed |
|
279
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$793 | -6 | Closed |
|
|
CFGS
280
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$645 | -5 | Closed |
|
|
HI
281
Human Investing
Lake Oswego,
Oregon
| – | -$661 | -5 | Closed |
|
|
AWM
282
Avior Wealth Management
Omaha,
Nebraska
| – | -$264 | -2 | Closed |
|
|
KBFS
283
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| – | -$264 | -2 | Closed |
|
|
NP
284
NorthRock Partners
Minneapolis,
Minnesota
| – | -$264 | -2 | Closed |
|
|
AW
285
Avion Wealth
The Woodlands,
Texas
| – | +$716 | +6 | New |
|
LEN.B Hedge Fund Activity: Q1 2025 in Review
244 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q1 2025, worth a combined $860M — down 19% from $1.07B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of LEN.B and 23 opened new positions — a net loss of 18 holders — while 137 trimmed existing stakes and 61 added.
The largest buyer was Millennium Management, adding an estimated $3.86M. The largest seller was Gabelli Funds, cutting an estimated $12M.
- 244 institutional investors held Lennar Class B (LEN.B) as of Q1 2025, down from 265 in Q4 2024.
- Funds reported $860M of Lennar Class B stock for Q1 2025, down 19% quarter-over-quarter.
- 23 funds opened new Lennar Class B positions in Q1 2025 and 41 closed out, a net change of -18 holders.
- The largest Lennar Class B buyer in Q1 2025 was Millennium Management, an estimated $3.86M added.
- The largest Lennar Class B seller in Q1 2025 was Gabelli Funds, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2025.