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Lennar Class B

250 hedge funds and large institutions have $895M invested in Lennar Class B in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 70

0.68% less ownership

Funds ownership: 24.43%23.75% (-0.68%)

Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AE Wealth Management
Kansas
$4.08K
PWMG
202
Private Wealth Management Group
New Jersey
$4.08K
CFB
203
Cullen/Frost Bankers
Texas
$3.6K
QCG
204
Quadrant Capital Group
Ohio
$3.6K
WANY
205
Wealthspire Advisors (New York)
New York
$3.37K
TIM
206
Tortoise Investment Management
New York
$3.12K
TFA
207
Transamerica Financial Advisors
Florida
$3K
OAJ
208
Ogorek Anthony Joseph
New York
$3K
BL
209
BFSG LLC
California
$2.66K
PA
210
Parallel Advisors
California
$2.25K
SC
211
SouthState Corp
Florida
$2.16K
PPC
212
Park Place Capital
Alabama
$2.16K
HWM
213
Hemington Wealth Management
Virginia
$2K
WOC
214
West Oak Capital
California
$1.87K
SS
215
Sunbelt Securities
Texas
$1.8K
BGAI
216
Bruce G. Allen Investments
Colorado
$1.68K
JWA
217
JFS Wealth Advisors
Pennsylvania
$1.32K
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$1.32K
RIL
219
Rothschild Investment LLC
Illinois
$1.2K
CPG
220
Cornerstone Planning Group
New Jersey
$1.19K
AP
221
Aspect Partners
Virginia
$1.17K
WBWA
222
William B. Walkup & Associates
South Carolina
$1.08K
ASN
223
Advisory Services Network
Georgia
$1.08K
GF
224
GGM Financials
Ohio
$1.08K
CAL
225
Capital Advisors Ltd
Ohio
$1K