Lyft
LYFT
528 hedge funds and large institutions have $5.33B invested in Lyft in 2026 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 167 increasing their positions, 177 reducing their positions, and 144 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
18% more call options, than puts
Call options by funds: $293M | Put options by funds: $249M
4% more ownership
Funds ownership: 96.68% → 100.69% (+4%)
6% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 177
9% less funds holding
Funds holding: 580 → 528 (-52)
27% less first-time investments, than exits
New positions opened: 105 | Existing positions closed: 144
29% less capital invested
Capital invested by funds: $7.48B → $5.33B (-$2.15B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$411M |
| 2 |
Millennium Management
New York
|
+$168M |
| 3 |
CAM
Contour Asset Management
New York
|
+$124M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$97.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$95.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$250M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$80.2M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$68M |
| 4 |
Two Sigma Investments
New York
|
-$54.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$51.6M |
LYFT Hedge Fund Activity: Q1 2026 in Review
528 institutional investors reported a position in Lyft (LYFT) for Q1 2026, worth a combined $5.33B — down 29% from $7.48B a quarter earlier.
Sellers outnumbered buyers: 144 funds closed out of LYFT and 105 opened new positions — a net loss of 39 holders — while 177 trimmed existing stakes and 167 added.
The largest buyer was BlackRock, adding an estimated $411M. The largest seller was AQR Capital Management, cutting an estimated $250M.
- 528 institutional investors held Lyft (LYFT) as of Q1 2026, down from 580 in Q4 2025.
- Funds reported $5.33B of Lyft stock for Q1 2026, down 29% quarter-over-quarter.
- 105 funds opened new Lyft positions in Q1 2026 and 144 closed out, a net change of -39 holders.
- The largest Lyft buyer in Q1 2026 was BlackRock, an estimated $411M added.
- The largest Lyft seller in Q1 2026 was AQR Capital Management, an estimated $250M sold.
Based on aggregated 13F filings for Q1 2026.