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Lemonade

268 hedge funds and large institutions have $1.6B invested in Lemonade in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 34

137% more capital invested

Capital invested by funds: $677M → $1.6B (+$925M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more funds holding

Funds holding: 223268 (+45)

3.34% more ownership

Funds ownership: 57.83%61.17% (+3.3%)

2% more call options, than puts

Call options by funds: $201M | Put options by funds: $198M

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

Holders
268
Holders Change
+45
Holders Change %
+20.18%
% of All Funds
3.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
81
Increased
61
Reduced
67
Closed
34
Calls
$201M
Puts
$198M
Net Calls
+$3.58M
Net Calls Change
-$8.66M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$339K -$28.2K -882 -9%
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$300K +$261K +8,179 New
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$293K +$255K +7,978 New
Creative Planning
129
Creative Planning
Kansas
$292K +$255K +7,971 New
Simplex Trading
130
Simplex Trading
Illinois
$286K -$1.3M -40,675 -84%
WPW
131
Watershed Private Wealth
Illinois
$286K +$249K +7,790 New
DFCM
132
Dark Forest Capital Management
Puerto Rico
$284K +$247K +7,751 New
JF
133
Jump Financial
Illinois
$267K +$233K +7,284 New
GAM
134
Gotham Asset Management
New York
$267K +$232K +7,275 New
Pathstone Holdings
135
Pathstone Holdings
New Jersey
$263K +$229K +7,169 New
GSC
136
Ground Swell Capital
South Carolina
$249K +$216K +6,776 New
Empower Advisory Group
137
Empower Advisory Group
Colorado
$245K -$157K -4,912 -42%
XT
138
XTX Topco
Cayman Islands
$243K +$211K +6,615 New
TIA
139
Trust Investment Advisors
Indiana
$236K +$205K +6,426 New
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$235K -$48.9K -1,530 -19%
Victory Capital Management
141
Victory Capital Management
Texas
$235K +$204K +6,404 New
JWWM
142
Johnson & White Wealth Management
Pennsylvania
$234K +$205K +6,420 New
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$232K +$202K +6,322 New
HSBC Holdings
144
HSBC Holdings
United Kingdom
$227K +$194K +6,075 New
CF
145
Cantor Fitzgerald
New York
$220K +$192K +6,000 New
CWM
146
Circle Wealth Management
New Jersey
$219K +$190K +5,962 New
FL
147
FreeGulliver LLC
Louisiana
$218K +$190K +5,950 New
Jones Financial Companies
148
Jones Financial Companies
Missouri
$215K +$12K +375 +7%
PPP
149
Private Portfolio Partners
New Jersey
$204K +$178K +5,564 New
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$201K +$175K +5,488 New

LMND Hedge Fund Activity: Q4 2024 in Review

268 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lemonade (LMND) for Q4 2024, worth a combined $1.6B — up 137% from $677M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new LMND positions and 34 closed out — a net gain of 47 holders — while 61 added to existing stakes and 67 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $41.5M. The largest seller was SoftBank Group, cutting an estimated $41M.

  • 268 institutional investors held Lemonade (LMND) as of Q4 2024, up from 223 in Q3 2024.
  • Funds reported $1.6B of Lemonade stock for Q4 2024, up 137% quarter-over-quarter.
  • 81 funds opened new Lemonade positions in Q4 2024 and 34 closed out, a net change of +47 holders.
  • The largest Lemonade buyer in Q4 2024 was JP Morgan Chase, an estimated $41.5M added.
  • The largest Lemonade seller in Q4 2024 was SoftBank Group, an estimated $41M sold.

Based on aggregated 13F filings for Q4 2024.