Lennar Class A
938 hedge funds and large institutions have $17.8B invested in Lennar Class A in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 355 increasing their positions, 336 reducing their positions, and 133 closing their positions.
3.43% more ownership
Funds ownership: 91.45% → 94.87% (+3.4%)
6% more repeat investments, than reductions
Existing positions increased: 355 | Existing positions reduced: 336
10% less first-time investments, than exits
New positions opened: 120 | Existing positions closed: 133
3% less funds holding
Funds holding: 967 → 938 (-29)
14% less call options, than puts
Call options by funds: $334M | Put options by funds: $386M
16% less capital invested
Capital invested by funds: $21.1B → $17.8B (-$3.28B)
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$329M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$183M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$132M |
| 4 |
Two Sigma Investments
New York
|
+$115M |
| 5 |
AACR
ACR Alpine Capital Research
St. Louis,
Missouri
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$194M |
| 2 |
Jane Street
New York
|
-$158M |
| 3 |
JP Morgan Chase
New York
|
-$119M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$113M |
| 5 |
FGP
Freestone Grove Partners
San Francisco,
California
|
-$95.9M |
LEN Hedge Fund Activity: Q1 2026 in Review
938 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Lennar Class A (LEN) for Q1 2026, worth a combined $17.8B — down 16% from $21.1B a quarter earlier.
Sellers outnumbered buyers: 133 funds closed out of LEN and 120 opened new positions — a net loss of 13 holders — while 336 trimmed existing stakes and 355 added.
The largest buyer was Berkshire Hathaway, adding an estimated $329M. The largest seller was Fidelity Investments, cutting an estimated $194M.
- 938 institutional investors held Lennar Class A (LEN) as of Q1 2026, down from 967 in Q4 2025.
- Funds reported $17.8B of Lennar Class A stock for Q1 2026, down 16% quarter-over-quarter.
- 120 funds opened new Lennar Class A positions in Q1 2026 and 133 closed out, a net change of -13 holders.
- The largest Lennar Class A buyer in Q1 2026 was Berkshire Hathaway, an estimated $329M added.
- The largest Lennar Class A seller in Q1 2026 was Fidelity Investments, an estimated $194M sold.
Based on aggregated 13F filings for Q1 2026.