Lamb Weston
567 hedge funds and large institutions have $5.44B invested in Lamb Weston in 2026 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 176 increasing their positions, 190 reducing their positions, and 158 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
1.61% more ownership
Funds ownership: 91.24% → 92.85% (+1.6%)
2% more capital invested
Capital invested by funds: $5.32B → $5.44B (+$120M)
7% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 190
10% less funds holding
Funds holding: 627 → 567 (-60)
32% less first-time investments, than exits
New positions opened: 107 | Existing positions closed: 158
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
567 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q1 2026, worth a combined $5.44B — up 2.3% from $5.32B a quarter earlier.
Sellers outnumbered buyers: 158 funds closed out of LW and 107 opened new positions — a net loss of 51 holders — while 190 trimmed existing stakes and 176 added.
The largest buyer was Starboard Value, opening a new position worth an estimated $273M. The largest seller was Invesco, cutting an estimated $122M.
- 567 institutional investors held Lamb Weston (LW) as of Q1 2026, down from 627 in Q4 2025.
- Funds reported $5.44B of Lamb Weston stock for Q1 2026, up 2.3% quarter-over-quarter.
- 107 funds opened new Lamb Weston positions in Q1 2026 and 158 closed out, a net change of -51 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.