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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
244
Holders Change
-21
Holders Change %
-7.92%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
23
Increased
61
Reduced
137
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$3.86M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$2.83M
3
GCM
GoodHaven Capital Management
New Jersey
+$2.56M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.73M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
GF
Gabelli Funds
New York
-$12M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$7.37M
3
MCM
Maltese Capital Management
New York
-$5.93M
4
GCIA
Gabelli & Co Investment Advisers
New York
-$5.69M
5
GI
GAMCO Investors
Connecticut
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$7.19M +$1.71M +14,301 +28%
RDWM
27
Red Door Wealth Management
Tennessee
$6.82M +$205K +1,720 +3%
MIM
28
Montgomery Investment Management
Maryland
$6.73M -$370K -3,102 -5%
SEI Investments
29
SEI Investments
Pennsylvania
$6.44M -$1.22M -10,230 -15%
CIC
30
Chilton Investment Company
Connecticut
$6.38M -$666K -5,581 -9%
Legal & General Group
31
Legal & General Group
United Kingdom
$6.36M -$108K -905 -2%
SCP
32
Seizert Capital Partners
Michigan
$6.31M +$980K +8,220 +17%
State Street
33
State Street
Massachusetts
$5.21M -$511K -4,282 -8%
Renaissance Technologies
34
Renaissance Technologies
New York
$4.95M +$697K +5,847 +15%
Northern Trust
35
Northern Trust
Illinois
$4.56M -$1.03M -8,636 -17%
Millennium Management
36
Millennium Management
New York
$4.35M +$3.86M +32,320 +426%
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$3.7M -$2.44M -20,497 -38%
AACR
38
ACR Alpine Capital Research
Missouri
$3.64M -$881K -7,390 -18%
MAA
39
Mraz Amerine & Associates
California
$3.18M -$168K -1,410 -5%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.17M -$131K -1,101 -4%
SOADOR
41
State of Alaska Department of Revenue
Alaska
$3.05M -$989K -8,294 -23%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$2.92M -$195K -1,633 -6%
CCP
43
Carmel Capital Partners
California
$2.73M -$155K -1,301 -5%
First Manhattan
44
First Manhattan
New York
$2.65M -$1.45M -12,181 -33%
Wealthfront Advisers
45
Wealthfront Advisers
California
$2.58M +$2.83M +23,691 New
Wells Fargo
46
Wells Fargo
California
$2.47M +$15K +126 +0.6%
MCC
47
Malaga Cove Capital
California
$2.46M +$294K +2,469 +12%
Capital World Investors
48
Capital World Investors
California
$2.31M -$131K -1,101 -5%
Handelsbanken Fonder
49
Handelsbanken Fonder
Sweden
$2.26M -$388K -3,254 -14%
Bank of America
50
Bank of America
North Carolina
$2.21M +$181K +1,520 +8%
1
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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.