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Lifeway Foods

83 hedge funds and large institutions have $81.1M invested in Lifeway Foods in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 8183 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.38% less ownership

Funds ownership: 22.03%21.65% (-0.38%)

1% less capital invested

Capital invested by funds: $81.9M → $81.1M (-$736K)

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
39
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JC
26
JBF Capital
Colorado
$678K
Citadel Advisors
27
Citadel Advisors
Florida
$641K +$307K +12,969 +100%
PAM
28
Panagora Asset Management
Massachusetts
$625K +$5.07K +214 +0.9%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$623K -$90.2K -3,807 -13%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$546K -$111K -4,670 -17%
GLF
31
Groupe la Francaise
France
$491K
First Trust Advisors
32
First Trust Advisors
Illinois
$423K +$25.9K +1,091 +7%
Charles Schwab
33
Charles Schwab
California
$380K +$59.5K +2,510 +19%
PHS
34
Pekin Hardy Strauss
Illinois
$364K +$350K +14,750 New
CCM
35
Corsair Capital Management
New York
$356K +$6.75K +285 +2%
UBS Group
36
UBS Group
Switzerland
$355K -$253K -10,688 -43%
Skandinaviska Enskilda Banken (SEB)
37
Skandinaviska Enskilda Banken (SEB)
Sweden
$352K +$124K +5,238 +58%
JP Morgan Chase
38
JP Morgan Chase
New York
$332K +$238K +10,049 +294%
CIEC
39
Crédit Industriel et Commercial
France
$327K
QOP
40
Quinn Opportunity Partners
Virginia
$306K -$104K -4,405 -26%
SO
41
STRS Ohio
Ohio
$269K +$171K +7,200 +195%
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$267K -$268K -11,300 -51%
CC
43
Carlson Capital
Texas
$247K +$237K +10,000 New
Barclays
44
Barclays
United Kingdom
$221K +$96.9K +4,089 +84%
AllianceBernstein
45
AllianceBernstein
Tennessee
$216K +$207K +8,750 New
Jane Street
46
Jane Street
New York
$212K +$204K +8,590 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$167K +$16.7K +704 +12%
Bank of America
48
Bank of America
North Carolina
$117K +$46.8K +1,976 +71%
Lazard Asset Management
49
Lazard Asset Management
New York
$86K -$120K -5,076 -59%
Wells Fargo
50
Wells Fargo
California
$83.9K +$11.9K +504 +17%

LWAY Hedge Fund Activity: Q2 2025 in Review

83 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lifeway Foods (LWAY) for Q2 2025, worth a combined $81.1M — down 0.9% from $81.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LWAY positions and 8 closed out — a net gain of 2 holders — while 39 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $967K. The largest seller was Beryl Capital Management, cutting an estimated $3.82M.

  • 83 institutional investors held Lifeway Foods (LWAY) as of Q2 2025, up from 81 in Q1 2025.
  • Funds reported $81.1M of Lifeway Foods stock for Q2 2025, down 0.9% quarter-over-quarter.
  • 10 funds opened new Lifeway Foods positions in Q2 2025 and 8 closed out, a net change of +2 holders.
  • The largest Lifeway Foods buyer in Q2 2025 was Morgan Stanley, an estimated $967K added.
  • The largest Lifeway Foods seller in Q2 2025 was Beryl Capital Management, an estimated $3.82M sold.

Based on aggregated 13F filings for Q2 2025.