Lotus TechnologyLOT

13F holders, Q4 2024 (December 31)
24holders +15
15new positions
2sold out
$3.27avg. 13F price*

At the end of Q4 2024, 24 institutions reported holding Lotus Technology Inc. (LOT) in their 13F filings, up 15 from Q3 2024. 15 opened new positions and 2 sold out. The largest holders were HSG Holding Ltd ($15.5M), Mariner, LLC ($1.4M) and Tidal Investments LLC ($401K).

Company
Lotus Technology Inc.
CUSIP
54572F101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 10Q1 2024Q2 2024: 9Q2 2024Q3 2024: 9Q3 2024Q4 2024: 24Q4 2024Q1 2025: 12Q1 2025Q2 2025: 11Q2 2025Q3 2025: 10Q3 2025Q4 2025: 11Q4 2025Q1 2026: 14Q1 2026Q2 2026: 13Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions15$2.6M
Exits2$114K

All 13F filers, Q3 2024 → Q4 2024: 745,760 shares bought and 316,874 shares sold, net +428,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 24 holders

HSG Holding Ltd 0.64% Reduce -5.7% 4,834,099 $15.5M
Mariner, LLC 0.00% New 394,963 $1.4M
Tidal Investments LLC 0.00% Add +39.0% 110,270 $401K
Townsquare Capital LLC 0.00% New 65,296 $236K
Pathstone Holdings, LLC 0.00% No change 50,000 $181K
Orion Porfolio Solutions, LLC 0.00% New 45,594 $165K
Orion Portfolio Solutions, LLC 0.00% New 45,594 $165K
Savant Capital, LLC 0.00% New 30,302 $109K
Drive Wealth Management, LLC 0.02% New 24,768 $89K
UBS Group AG 0.00% New 24,213 $87K
Marshall Wace, LLP 0.00% New 17,400 $63K
Momentous Wealth Management, Inc. 0.05% — 15,281 $55K
Blue Barn Wealth, LLC 0.03% New 14,640 $53K
Bleakley Financial Group, LLC 0.00% New 13,376 $48K
Merit Financial Group, LLC 0.00% New 12,760 $46K
Rhumbline Advisers 0.00% No change 11,730 $43K
State Street Corp. 0.00% Reduce -4.7% 10,997 $40K
Jane Street Group, LLC 0.00% New 10,337 $37K
Geode Capital Management, LLC 0.00% No change 10,052 $37K
Bank of America Corp. 0.00% Add +178.8% 7,560 $27K
Osaic Holdings, Inc. 0.00% New 5,556 $20K
Morgan Stanley 0.00% New 4,893 $18K
SBI Securities Co., Ltd. 0.00% — 1,125 $4K
IFP Advisors, Inc 0.00% New 287 $1K

"% of holder's portfolio" is LOT's weight in each manager's 13F, not the share of Lotus Technology Inc. the manager owns.