LSI Industries
LYTS
174 hedge funds and large institutions have $882M invested in LSI Industries in 2026 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 49 reducing their positions, and 36 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
61% more capital invested
Capital invested by funds: $549M → $882M (+$333M)
49% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 49
4.23% less ownership
Funds ownership: 94.73% → 90.5% (-4.2%)
8% less funds holding
Funds holding: 189 → 174 (-15)
33% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$87.3M |
| 2 |
ONPI
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
|
+$16.8M |
| 3 |
BlackRock
New York
|
+$13.7M |
| 4 |
RA
Royce & Associates
New York
|
+$7.35M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$13.3M |
| 2 |
Two Sigma Investments
New York
|
-$6.15M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$5.83M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$4.57M |
| 5 |
Renaissance Technologies
New York
|
-$4.25M |
LYTS Hedge Fund Activity: Q2 2026 in Review
174 institutional investors reported a position in LSI Industries (LYTS) for Q2 2026, worth a combined $882M — up 61% from $549M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of LYTS and 24 opened new positions — a net loss of 12 holders — while 49 trimmed existing stakes and 73 added.
The largest buyer was Fidelity Investments, adding an estimated $87.3M. The largest seller was Ophir Asset Management, cutting an estimated $13.3M.
- 174 institutional investors held LSI Industries (LYTS) as of Q2 2026, down from 189 in Q1 2026.
- Funds reported $882M of LSI Industries stock for Q2 2026, up 61% quarter-over-quarter.
- 24 funds opened new LSI Industries positions in Q2 2026 and 36 closed out, a net change of -12 holders.
- The largest LSI Industries buyer in Q2 2026 was Fidelity Investments, an estimated $87.3M added.
- The largest LSI Industries seller in Q2 2026 was Ophir Asset Management, an estimated $13.3M sold.
Based on aggregated 13F filings for Q2 2026.