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Lifeway Foods
LWAY

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: 81 → 83 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$967K
2
GF
Gabelli Funds
New York
+$805K
3
GCIA
Gabelli & Co Investment Advisers
New York
+$801K
4
SC
Slotnik Capital
Texas
+$784K
5
State Street
State Street
Massachusetts
+$582K

Top Sellers

Rank Fund Capital Flow
1
BCM
Beryl Capital Management
California
-$3.82M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$567K
3
American Century Companies
American Century Companies
Missouri
-$561K
4
Marshall Wace
Marshall Wace
United Kingdom
-$474K
5
Millennium Management
Millennium Management
New York
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$78.9K +$237 +10 +0.3%
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$69.2K +$4.36K +184 +7%
BAM
53
Byrne Asset Management
New Jersey
$52.7K +$50.6K +2,136 New
CPBTD
54
Central Pacific Bank - Trust Division
Hawaii
$49.3K +$47.4K +2,000 New
Citigroup
55
Citigroup
New York
$45K -$32.7K -1,380 -43%
Raymond James Financial
56
Raymond James Financial
Florida
$40.1K +$38.5K +1,625 New
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$38.2K +$31.3K +1,322 +577%
TRCT
58
Tower Research Capital (TRC)
New York
$35.9K +$24.5K +1,034 +244%
PFSRSONJ
59
Police & Firemen's Retirement System of New Jersey
New Jersey
$27.5K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$20K -$45.3K -1,911 -70%
AWM
61
Abound Wealth Management
Tennessee
$14.8K – – –
Legal & General Group
62
Legal & General Group
United Kingdom
$14.2K +$1.94K +82 +17%
SS
63
SBI Securities
Japan
$12.3K – – –
Osaic Holdings
64
Osaic Holdings
Arizona
$11.2K +$3.65K +154 +51%
AIP
65
Ameritas Investment Partners
Nebraska
$10.9K – – –
MAM
66
Meeder Asset Management
Ohio
$9.1K – – –
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$8.04K – – –
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$7.39K – – –
AB
69
Amalgamated Bank
New York
$4K – – –
NS
70
NBC Securities
Alabama
$3K – – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$3K +$24 +1 +0.9%
BMC
72
Bear Mountain Capital
Washington
$2.5K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$2.46K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$2.07K +$71 +3 +4%
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$937 +$237 +10 +36%
1 2
3
4

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.