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Lennar Class B

255 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, 73 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

10% more capital invested

Capital invested by funds: $813M → $895M (+$82.4M)

7% more funds holding

Funds holding: 239255 (+16)

4% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 70

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.68% less ownership

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

Holders
255
Holders Change
+16
Holders Change %
+6.69%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
73
Reduced
70
Closed
23
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 +$3.56K +30 New
WANY
205
Wealthspire Advisors (New York)
New York
$3.37K +$3.32K +28 New
TIM
206
Tortoise Investment Management
New York
$3.12K
TFA
207
Transamerica Financial Advisors
Florida
$3K +$2.96K +25 New
OAJ
208
Ogorek Anthony Joseph
New York
$3K +$3.91K +33 New
MCM
209
MV Capital Management
Maryland
$2.76K +$356 +3 +15%
BL
210
BFSG LLC
California
$2.66K
PWA
211
Principia Wealth Advisory
Texas
$2.28K +$237 +2 +12%
PA
212
Parallel Advisors
California
$2.25K -$119 -1 -5%
SC
213
SouthState Corp
Florida
$2.16K -$830 -7 -28%
PPC
214
Park Place Capital
Alabama
$2.16K
HWM
215
Hemington Wealth Management
Virginia
$2K +$711 +6 +33%
WOC
216
West Oak Capital
California
$1.87K
SS
217
Sunbelt Securities
Texas
$1.8K +$1.78K +15 New
BGAI
218
Bruce G. Allen Investments
Colorado
$1.68K +$474 +4 +40%
EP
219
Essential Partners
California
$1.56K +$593 +5 +63%
JWA
220
JFS Wealth Advisors
Pennsylvania
$1.32K
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$1.32K +$1.3K +11 New
RIL
222
Rothschild Investment LLC
Illinois
$1.2K +$474 +4 +67%
CPG
223
Cornerstone Planning Group
New Jersey
$1.19K +$474 +4 +67%
AP
224
Aspect Partners
Virginia
$1.17K
WBWA
225
William B. Walkup & Associates
South Carolina
$1.08K

LEN.B Hedge Fund Activity: Q3 2025 in Review

255 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q3 2025, worth a combined $895M — up 10% from $813M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LEN.B positions and 23 closed out — a net gain of 19 holders — while 73 added to existing stakes and 70 trimmed.

The largest buyer was Carnegie Investment Counsel, adding an estimated $3.26M. The largest seller was Neuberger Berman Group, cutting an estimated $3.22M.

  • 255 institutional investors held Lennar Class B (LEN.B) as of Q3 2025, up from 239 in Q2 2025.
  • Funds reported $895M of Lennar Class B stock for Q3 2025, up 10% quarter-over-quarter.
  • 42 funds opened new Lennar Class B positions in Q3 2025 and 23 closed out, a net change of +19 holders.
  • The largest Lennar Class B buyer in Q3 2025 was Carnegie Investment Counsel, an estimated $3.26M added.
  • The largest Lennar Class B seller in Q3 2025 was Neuberger Berman Group, an estimated $3.22M sold.

Based on aggregated 13F filings for Q3 2025.