Lamb Weston
564 hedge funds and large institutions have $5.43B invested in Lamb Weston in 2026 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 174 increasing their positions, 191 reducing their positions, and 156 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
1.49% more ownership
Funds ownership: 91.33% → 92.82% (+1.5%)
2% more capital invested
Capital invested by funds: $5.32B → $5.43B (+$117M)
9% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 191
10% less funds holding
Funds holding: 625 → 564 (-61)
32% less first-time investments, than exits
New positions opened: 106 | Existing positions closed: 156
49% less call options, than puts
Call options by funds: $102M | Put options by funds: $202M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SV
Starboard Value
New York
|
+$273M |
| 2 |
BlackRock
New York
|
+$252M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$73.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$50.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$122M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$118M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$85.5M |
| 4 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$63.3M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$51.8M |
LW Hedge Fund Activity: Q1 2026 in Review
564 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2026, worth a combined $5.43B — up 2.2% from $5.32B a quarter earlier.
Sellers outnumbered buyers: 156 funds closed out of LW and 106 opened new positions — a net loss of 50 holders — while 191 trimmed existing stakes and 174 added.
The largest buyer was Starboard Value, opening a new position worth an estimated $273M. The largest seller was Invesco, cutting an estimated $122M.
- 564 institutional investors held Lamb Weston (LW) as of Q1 2026, down from 625 in Q4 2025.
- Funds reported $5.43B of Lamb Weston stock for Q1 2026, up 2.2% quarter-over-quarter.
- 106 funds opened new Lamb Weston positions in Q1 2026 and 156 closed out, a net change of -50 holders.
- The largest Lamb Weston buyer in Q1 2026 was Starboard Value, an estimated $273M added.
- The largest Lamb Weston seller in Q1 2026 was Invesco, an estimated $122M sold.
Based on aggregated 13F filings for Q1 2026.