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Lennox International

635 hedge funds and large institutions have $15.1B invested in Lennox International in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 225 increasing their positions, 242 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3.09% more ownership

Funds ownership: 72.46%75.55% (+3.1%)

1% less funds holding

Funds holding: 640635 (-5)

3% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 86

7% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 242

6% less capital invested

Capital invested by funds: $16B → $15.1B (-$953M)

54% less call options, than puts

Call options by funds: $30.7M | Put options by funds: $67M

Holders
635
Holders Change
-5
Holders Change %
-0.78%
% of All Funds
8.51%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
83
Increased
225
Reduced
242
Closed
86
Calls
$30.7M
Puts
$67M
Net Calls
-$36.2M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
401
Penobscot Investment Management
Massachusetts
$493K
TRCT
402
Tower Research Capital (TRC)
New York
$489K -$735K -1,214 -58%
PA
403
Procyon Advisors
Connecticut
$481K +$33.9K +56 +7%
SWA
404
Stratos Wealth Advisors
Ohio
$481K -$10.3K -17 -2%
TWM
405
Thrive Wealth Management
Pennsylvania
$476K +$70.8K +117 +16%
SAM
406
Shell Asset Management
Netherlands
$472K -$21.2K -35 -4%
OAM
407
Ostrum Asset Management
France
$472K -$13.9K -23 -3%
TWA
408
TCI Wealth Advisors
Arizona
$463K +$4.24K +7 +0.9%
KCM
409
Kathmere Capital Management
Pennsylvania
$462K
ACM
410
Aster Capital Management
United Arab Emirates
$460K +$464K +766 New
MCM
411
Moore Capital Management
New York
$455K +$477K +788 New
CC
412
Centiva Capital
New York
$455K +$491K +811 New
PWS
413
Precision Wealth Strategies
Missouri
$453K +$55.7K +92 +13%
WA
414
Wealth Alliance
New York
$452K +$1.82K +3 +0.4%
SIA
415
SGL Investment Advisors
Montana
$450K -$605 -1 -0.1%
IA
416
Inspire Advisors
Idaho
$446K -$89K -147 -16%
ETC
417
Exchange Traded Concepts
Oklahoma
$443K +$286K +473 +149%
XT
418
XTX Topco
Cayman Islands
$442K -$527K -871 -52%
OIA
419
OneDigital Investment Advisors
Kansas
$437K +$96.3K +159 +26%
GLA
420
Great Lakes Advisors
Illinois
$424K +$1.21K +2 +0.3%
CTWM
421
Cherry Tree Wealth Management
Minnesota
$418K
USAA
422
United Services Automobile Association
Texas
$410K +$449K +742 New
CF
423
Centaurus Financial
California
$410K -$24.8K -41 -5%
BAM
424
Blueshift Asset Management
New Jersey
$410K +$443K +731 New
EF
425
Empowered Funds
Pennsylvania
$409K -$1.33M -2,201 -75%

LII Hedge Fund Activity: Q1 2025 in Review

635 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Lennox International (LII) for Q1 2025, worth a combined $15.1B — down 5.9% from $16B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of LII and 83 opened new positions — a net loss of 3 holders — while 242 trimmed existing stakes and 225 added.

The largest buyer was Mather Group, adding an estimated $645M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $351M.

  • 635 institutional investors held Lennox International (LII) as of Q1 2025, down from 640 in Q4 2024.
  • Funds reported $15.1B of Lennox International stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 83 funds opened new Lennox International positions in Q1 2025 and 86 closed out, a net change of -3 holders.
  • The largest Lennox International buyer in Q1 2025 was Mather Group, an estimated $645M added.
  • The largest Lennox International seller in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2025.