Lennar Class A
939 hedge funds and large institutions have $24.9B invested in Lennar Class A in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 351 increasing their positions, 343 reducing their positions, and 133 closing their positions.
1.45% more ownership
Funds ownership: 95.51% → 96.96% (+1.5%)
2% more repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 343
2% less capital invested
Capital invested by funds: $25.5B → $24.9B (-$592M)
3% less funds holding
Funds holding: 966 → 939 (-27)
12% less first-time investments, than exits
New positions opened: 117 | Existing positions closed: 133
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
18% less call options, than puts
Call options by funds: $493M | Put options by funds: $600M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$555M |
| 2 |
Eagle Capital Management (New York)
New York
|
+$188M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$138M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$127M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$245M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$124M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$104M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$100M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$85.7M |
LEN Hedge Fund Activity: Q2 2025 in Review
939 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q2 2025, worth a combined $24.9B — down 2.3% from $25.5B a quarter earlier.
Sellers outnumbered buyers: 133 funds closed out of LEN and 117 opened new positions — a net loss of 16 holders — while 343 trimmed existing stakes and 351 added.
The largest buyer was Berkshire Hathaway, adding an estimated $555M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $245M.
- 939 institutional investors held Lennar Class A (LEN) as of Q2 2025, down from 966 in Q1 2025.
- Funds reported $24.9B of Lennar Class A stock for Q2 2025, down 2.3% quarter-over-quarter.
- 117 funds opened new Lennar Class A positions in Q2 2025 and 133 closed out, a net change of -16 holders.
- The largest Lennar Class A buyer in Q2 2025 was Berkshire Hathaway, an estimated $555M added.
- The largest Lennar Class A seller in Q2 2025 was Manulife (Manufacturers Life Insurance), an estimated $245M sold.
Based on aggregated 13F filings for Q2 2025.