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Limoneira

101 hedge funds and large institutions have $187M invested in Limoneira in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $1.04M

0.9% more ownership

Funds ownership: 57.54%58.44% (+0.9%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

3% less funds holding

Funds holding: 104101 (-3)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

27% less capital invested

Capital invested by funds: $254M → $187M (-$67.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
101
Holders Change
-3
Holders Change %
-2.88%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
31
Reduced
32
Closed
9
Calls
$1.42M
Puts
$1.04M
Net Calls
+$385K
Net Calls Change
+$184K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$883K -$375K -17,252 -26%
Charles Schwab
27
Charles Schwab
California
$840K +$22 +1 +0%
Citadel Advisors
28
Citadel Advisors
Florida
$793K +$974K +44,744 New
Axa
29
Axa
France
$791K -$685K -31,461 -41%
SSA
30
Schonfeld Strategic Advisors
New York
$766K +$492K +22,609 +110%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$749K +$288K +13,243 +46%
SFS
32
Sowell Financial Services
Arkansas
$694K
BEAM
33
Baker Ellis Asset Management
Washington
$651K +$27.5K +1,264 +4%
MA
34
Mutual Advisors
Nebraska
$635K
American Century Companies
35
American Century Companies
Missouri
$626K +$69K +3,171 +10%
Fuller & Thaler Asset Management
36
Fuller & Thaler Asset Management
California
$623K +$25.6K +1,175 +3%
Squarepoint
37
Squarepoint
New York
$604K +$243K +11,168 +49%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$569K +$387K +17,763 +124%
SWP
39
Stratos Wealth Partners
Ohio
$551K -$12.8K -589 -2%
NSEDCP
40
NJ State Employees Deferred Compensation Plan
New Jersey
$496K
EHC
41
Everett Harris & Co
California
$495K -$3.26K -150 -0.5%
FIB
42
First Interstate Bank
Montana
$443K
Russell Investments Group
43
Russell Investments Group
United Kingdom
$429K -$1.24K -57 -0.2%
Invesco
44
Invesco
Georgia
$417K -$44.2K -2,030 -8%
WT
45
Whittier Trust
California
$368K
UBS Group
46
UBS Group
Switzerland
$365K -$49K -2,253 -10%
BI
47
Bulldog Investors
New Jersey
$354K
Wells Fargo
48
Wells Fargo
California
$351K +$4.76K +219 +1%
II
49
Inspire Investing
Idaho
$344K +$68.2K +3,132 +19%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$341K -$32.6K -1,497 -7%

LMNR Hedge Fund Activity: Q1 2025 in Review

101 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Limoneira (LMNR) for Q1 2025, worth a combined $187M — down 27% from $254M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of LMNR and 8 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 31 added.

The largest buyer was Universal-Beteiligungs- und Servicegesellschaft, opening a new position worth an estimated $5.51M. The largest seller was First Wilshire Securities Management, cutting an estimated $5.78M.

  • 101 institutional investors held Limoneira (LMNR) as of Q1 2025, down from 104 in Q4 2024.
  • Funds reported $187M of Limoneira stock for Q1 2025, down 27% quarter-over-quarter.
  • 8 funds opened new Limoneira positions in Q1 2025 and 9 closed out, a net change of -1 holder.
  • The largest Limoneira buyer in Q1 2025 was Universal-Beteiligungs- und Servicegesellschaft, an estimated $5.51M added.
  • The largest Limoneira seller in Q1 2025 was First Wilshire Securities Management, an estimated $5.78M sold.

Based on aggregated 13F filings for Q1 2025.