Lamb Weston
555 hedge funds and large institutions have $5.77B invested in Lamb Weston in 2026 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 188 increasing their positions, 191 reducing their positions, and 78 closing their positions.
6% more capital invested
Capital invested by funds: $5.43B → $5.77B (+$338M)
6.07% more ownership
Funds ownership: 92.82% → 98.89% (+6.1%)
1% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 78
2% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 191
2% less funds holding
Funds holding: 564 → 555 (-9)
15% less call options, than puts
Call options by funds: $72.3M | Put options by funds: $85.4M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
+$276M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$122M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$67.9M |
| 4 |
CGC
Continental Grain Company
New York
|
+$40.3M |
| 5 |
Goldman Sachs
New York
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$64.5M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$47.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$37.2M |
| 4 |
BlackRock
New York
|
-$31.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$24.1M |
LW Hedge Fund Activity: Q2 2026 in Review
555 of the 8,281 institutional investors tracked by Wall St. Rank reported a position in Lamb Weston (LW) for Q2 2026, worth a combined $5.77B — up 6.2% from $5.43B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of LW and 77 opened new positions — a net loss of 1 holder — while 191 trimmed existing stakes and 188 added.
The largest buyer was California State Teachers Retirement System (CalSTRS), adding an estimated $276M. The largest seller was London Company of Virginia, cutting an estimated $64.5M.
- 555 institutional investors held Lamb Weston (LW) as of Q2 2026, down from 564 in Q1 2026.
- Funds reported $5.77B of Lamb Weston stock for Q2 2026, up 6.2% quarter-over-quarter.
- 77 funds opened new Lamb Weston positions in Q2 2026 and 78 closed out, a net change of -1 holder.
- The largest Lamb Weston buyer in Q2 2026 was California State Teachers Retirement System (CalSTRS), an estimated $276M added.
- The largest Lamb Weston seller in Q2 2026 was London Company of Virginia, an estimated $64.5M sold.
Based on aggregated 13F filings for Q2 2026.