Lennar Class A
986 hedge funds and large institutions have $27B invested in Lennar Class A in 2025 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 357 increasing their positions, 332 reducing their positions, and 103 closing their positions.
50% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 103
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
5% more funds holding
Funds holding: 943 → 986 (+43)
8% more repeat investments, than reductions
Existing positions increased: 357 | Existing positions reduced: 332
3% more call options, than puts
Call options by funds: $704M | Put options by funds: $685M
4.71% less ownership
Funds ownership: 98.91% → 94.2% (-4.7%)
40% less capital inflows, than outflows
Capital inflows: $1.82B | Capital outflows: $3.03B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$230M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$158M |
| 3 |
Morgan Stanley
New York
|
+$80.3M |
| 4 |
HRT Financial
New York
|
+$76.4M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$74.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$279M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$270M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$189M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$157M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$148M |
LEN Hedge Fund Activity: Q3 2025 in Review
986 of the 7,657 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q3 2025, worth a combined $27B — up 8.6% from $24.9B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new LEN positions and 103 closed out — a net gain of 51 holders — while 357 added to existing stakes and 332 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $230M. The largest seller was Viking Global Investors, exiting entirely with an estimated $279M sold.
- 986 institutional investors held Lennar Class A (LEN) as of Q3 2025, up from 943 in Q2 2025.
- Funds reported $27B of Lennar Class A stock for Q3 2025, up 8.6% quarter-over-quarter.
- 154 funds opened new Lennar Class A positions in Q3 2025 and 103 closed out, a net change of +51 holders.
- The largest Lennar Class A buyer in Q3 2025 was Janus Henderson Group, an estimated $230M added.
- The largest Lennar Class A seller in Q3 2025 was Viking Global Investors, an estimated $279M sold.
Based on aggregated 13F filings for Q3 2025.