Lennar Class B
LEN.B
257 hedge funds and large institutions have $713M invested in Lennar Class B in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 73 increasing their positions, 89 reducing their positions, and 34 closing their positions.
12% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 34
0% more funds holding
Funds holding: 257 → 257 (0)
0.46% less ownership
Funds ownership: 24.48% → 24.02% (-0.46%)
18% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 89
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less capital inflows, than outflows
Capital inflows: $43M | Capital outflows: $65.7M
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 |
Torray Investment Partners
Bethesda,
Maryland
|
-$16.2M |
| 2 |
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
257 of the 8,307 institutional investors tracked by Wall St. Rank reported a position in Lennar Class B (LEN.B) for Q4 2025, worth a combined $713M — down 23% from $923M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new LEN.B positions and 34 closed out — a net gain of 4 holders — while 73 added to existing stakes and 89 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.
- 257 institutional investors held Lennar Class B (LEN.B) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $713M of Lennar Class B stock for Q4 2025, down 23% quarter-over-quarter.
- 38 funds opened new Lennar Class B positions in Q4 2025 and 34 closed out, a net change of +4 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.