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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
NWAG
451
Net Worth Advisory Group
Utah
$326K -$66.6K -110 -16%
FFA
452
Farther Finance Advisors
California
$325K +$28.5K +47 +9%
Vontobel Holding
453
Vontobel Holding
Switzerland
$322K +$26.6K +44 +8%
MSA
454
MUFG Securities Americas
New York
$318K +$56.9K +94 +20%
SWP
455
Sagespring Wealth Partners
Tennessee
$318K +$2.42K +4 +0.7%
CC
456
Cadinha & Co
Hawaii
$314K
ASN
457
Advisory Services Network
Georgia
$314K +$6.05K +10 +2%
JPWM
458
Jamison Private Wealth Management
Georgia
$309K
GT
459
Greenleaf Trust
Michigan
$305K +$18.8K +31 +6%
FTWA
460
Fifth Third Wealth Advisors
Ohio
$303K +$2.42K +4 +0.7%
PWG
461
Portside Wealth Group
Utah
$302K -$111K -183 -25%
SCM
462
Stevens Capital Management
Pennsylvania
$300K -$397K -656 -55%
CWM
463
Cordatus Wealth Management
Pennsylvania
$294K +$17K +28 +6%
NG
464
Norden Group
Utah
$293K -$29.1K -48 -8%
KMWM
465
Keudell/Morrison Wealth Management
Oregon
$291K
CAG
466
Crestwood Advisors Group
Massachusetts
$289K -$7.87K -13 -2%
ECM
467
Evergreen Capital Management
Washington
$285K -$35.1K -58 -10%
GPW
468
Genesis Private Wealth
Virginia
$284K -$30.9K -51 -9%
IFWM
469
Institute for Wealth Management
Colorado
$282K +$305K +503 New
Koshinski Asset Management
470
Koshinski Asset Management
Illinois
$282K +$13.9K +23 +5%
4WM
471
4J Wealth Management
Virginia
$281K
AGP
472
Autumn Glory Partners
Texas
$280K
KLCM
473
KG&L Capital Management
Louisiana
$280K
IA
474
IFP Advisors
Florida
$278K +$96.3K +159 +47%
VI
475
Vestcor Inc
New Brunswick, Canada
$278K +$1.21K +2 +0.4%

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.