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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
EWA
76
EverSource Wealth Advisors
Alabama
$444 +$332 +14 +350%
GI
77
GAMMA Investing
California
$370 – – –
CPG
78
Cornerstone Planning Group
New Jersey
$352 +$308 +13 New
SCM
79
Sterling Capital Management
North Carolina
$247 +$118 +5 +100%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$222 +$213 +9 New
IA
81
IFP Advisors
Florida
$197 – – –
NA
82
NewEdge Advisors
Louisiana
$148 – – –
CA
83
Clearstead Advisors
Ohio
$124 +$118 +5 New
HNB
84
Huntington National Bank
Ohio
$25 – – –
Millennium Management
85
Millennium Management
New York
– -$402K -16,427 Closed
BCM
86
Bridgeway Capital Management
Texas
– -$313K -12,801 Closed
AQR Capital Management
87
AQR Capital Management
Connecticut
– -$279K -11,421 Closed
CT
88
ClearAlpha Technologies
Connecticut
– -$245K -10,000 Closed
KBG
89
Kahn Brothers Group
New York
– -$244K -10,000 Closed
OGC
90
One68 Global Capital
New York
– -$229K -9,360 Closed
AG
91
Algert Global
California
– -$222K -9,076 Closed
CF
92
Corebridge Financial
Texas
– -$53.9K -2,205 Closed
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.