Lennar Class B
LEN.B
256 hedge funds and large institutions have $713M invested in Lennar Class B in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 73 increasing their positions, 88 reducing their positions, and 34 closing their positions.
15% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 34
0% more funds holding
Funds holding: 255 → 256 (+1)
0.27% more ownership
Funds ownership: 23.75% → 24.02% (+0.27%)
17% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 88
20% less capital invested
Capital invested by funds: $895M → $713M (-$181M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$8.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.2M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$2.38M |
| 4 |
Millennium Management
New York
|
+$1.85M |
| 5 |
Squarepoint
New York
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIP
Torray Investment Partners
Bethesda,
Maryland
|
-$16.2M |
| 2 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
-$6.41M |
| 3 |
Bank of New York Mellon
New York
|
-$4.72M |
| 4 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
-$3.57M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$2.92M |
LEN.B Hedge Fund Activity: Q4 2025 in Review
256 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q4 2025, worth a combined $713M — down 20% from $895M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new LEN.B positions and 34 closed out — a net gain of 5 holders — while 73 added to existing stakes and 88 trimmed.
The largest buyer was Magnolia Group, opening a new position worth an estimated $8.05M. The largest seller was Torray Investment Partners, exiting entirely with an estimated $16.2M sold.
- 256 institutional investors held Lennar Class B (LEN.B) as of Q4 2025, up from 255 in Q3 2025.
- Funds reported $713M of Lennar Class B stock for Q4 2025, down 20% quarter-over-quarter.
- 39 funds opened new Lennar Class B positions in Q4 2025 and 34 closed out, a net change of +5 holders.
- The largest Lennar Class B buyer in Q4 2025 was Magnolia Group, an estimated $8.05M added.
- The largest Lennar Class B seller in Q4 2025 was Torray Investment Partners, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2025.