Limbach Holdings
LMB
194 hedge funds and large institutions have $650M invested in Limbach Holdings in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 32 closing their positions.
320% more call options, than puts
Call options by funds: $6.38M | Put options by funds: $1.52M
16% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 32
11% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 62
3.68% more ownership
Funds ownership: 73.18% → 76.86% (+3.7%)
2% more funds holding
Funds holding: 190 → 194 (+4)
8% less capital invested
Capital invested by funds: $706M → $650M (-$55.2M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$17.5M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$13.7M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$13M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$11.4M |
| 5 |
PCR
Potrero Capital Research
San Francisco,
California
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$25.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$20.3M |
| 3 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$11.8M |
| 4 |
Morgan Stanley
New York
|
-$9.85M |
| 5 |
TCM
Thames Capital Management
Roseland,
New Jersey
|
-$4.48M |
LMB Hedge Fund Activity: Q1 2025 in Review
194 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q1 2025, worth a combined $650M — down 7.8% from $706M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new LMB positions and 32 closed out — a net gain of 5 holders — while 69 added to existing stakes and 62 trimmed.
The largest buyer was Granite Investment Partners, opening a new position worth an estimated $17.5M. The largest seller was First Trust Advisors, cutting an estimated $25.4M.
- 194 institutional investors held Limbach Holdings (LMB) as of Q1 2025, up from 190 in Q4 2024.
- Funds reported $650M of Limbach Holdings stock for Q1 2025, down 7.8% quarter-over-quarter.
- 37 funds opened new Limbach Holdings positions in Q1 2025 and 32 closed out, a net change of +5 holders.
- The largest Limbach Holdings buyer in Q1 2025 was Granite Investment Partners, an estimated $17.5M added.
- The largest Limbach Holdings seller in Q1 2025 was First Trust Advisors, an estimated $25.4M sold.
Based on aggregated 13F filings for Q1 2025.