We are live on ! Find out more
LWAY icon

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
Renaissance Technologies
1
Renaissance Technologies
New York
$10.7M -$254K -10,700 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.83M +$104K +4,403 +1%
BlackRock
3
BlackRock
New York
$6.85M +$549K +23,187 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.5M -$567K -23,920 -8%
TAL
5
TIG Advisors LLC
New York
$5.23M -$203K -8,550 -4%
GI
6
GAMCO Investors
Connecticut
$3.69M +$142K +6,000 +4%
SC
7
Slotnik Capital
Texas
$3.2M +$784K +33,094 +34%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.07M +$183K +7,718 +7%
Tudor Investment Corp
9
Tudor Investment Corp
Connecticut
$2.77M +$156K +6,566 +6%
GF
10
Gabelli Funds
New York
$2.43M +$805K +33,988 +53%
GCIA
11
Gabelli & Co Investment Advisers
New York
$2.34M +$801K +33,800 +55%
State Street
12
State Street
Massachusetts
$2.02M +$582K +24,580 +43%
TL
13
TowerView LLC
New York
$1.94M +$142K +6,000 +8%
DLP
14
De Lisle Partners
United Kingdom
$1.48M – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.44M +$21.5K +908 +2%
Northern Trust
16
Northern Trust
Illinois
$1.43M +$36.2K +1,526 +3%
Morgan Stanley
17
Morgan Stanley
New York
$1.35M +$967K +40,829 +291%
Ameriprise
18
Ameriprise
Minnesota
$1.2M +$1.82K +77 +0.2%
Marshall Wace
19
Marshall Wace
United Kingdom
$1.17M -$474K -19,997 -30%
American Century Companies
20
American Century Companies
Missouri
$1.01M -$561K -23,693 -37%
Goldman Sachs
21
Goldman Sachs
New York
$967K +$72.6K +3,065 +8%
Boston Partners
22
Boston Partners
Massachusetts
$923K -$222K -9,380 -20%
BCM
23
Beryl Capital Management
California
$806K -$3.82M -161,184 -83%
FFH
24
Fairfax Financial Holdings
Ontario, Canada
$779K +$338K +14,251 +82%
Two Sigma Investments
25
Two Sigma Investments
New York
$693K -$299K -12,608 -31%
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.