LSI Industries
LYTS
156 hedge funds and large institutions have $437M invested in LSI Industries in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 47 reducing their positions, and 27 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 47
1.16% more ownership
Funds ownership: 75.5% → 76.66% (+1.2%)
8% less funds holding
Funds holding: 169 → 156 (-13)
20% less capital invested
Capital invested by funds: $545M → $437M (-$108M)
37% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 27
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$6.24M |
| 2 |
JIC
Juniper Investment Company
New York
|
+$4.71M |
| 3 |
RA
Royce & Associates
New York
|
+$3.48M |
| 4 |
BlackRock
New York
|
+$2.63M |
| 5 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$4.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.4M |
| 3 |
Citigroup
New York
|
-$1.54M |
| 4 |
GC
Globeflex Capital
San Diego,
California
|
-$1.53M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$1.47M |
LYTS Hedge Fund Activity: Q4 2025 in Review
156 of the 8,269 institutional investors tracked by Wall St. Rank reported a position in LSI Industries (LYTS) for Q4 2025, worth a combined $437M — down 20% from $545M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of LYTS and 17 opened new positions — a net loss of 10 holders — while 47 trimmed existing stakes and 71 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $6.24M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $4.8M sold.
- 156 institutional investors held LSI Industries (LYTS) as of Q4 2025, down from 169 in Q3 2025.
- Funds reported $437M of LSI Industries stock for Q4 2025, down 20% quarter-over-quarter.
- 17 funds opened new LSI Industries positions in Q4 2025 and 27 closed out, a net change of -10 holders.
- The largest LSI Industries buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $6.24M added.
- The largest LSI Industries seller in Q4 2025 was Hillsdale Investment Management, an estimated $4.8M sold.
Based on aggregated 13F filings for Q4 2025.