Ciena
CIEN
853 hedge funds and large institutions have $32.2B invested in Ciena in 2025 Q4 according to their latest regulatory filings, with 259 funds opening new positions, 249 increasing their positions, 273 reducing their positions, and 84 closing their positions.
208% more first-time investments, than exits
New positions opened: 259 | Existing positions closed: 84
59% more capital invested
Capital invested by funds: $20.3B → $32.2B (+$11.9B)
44% more funds holding in top 10
Funds holding in top 10: 16 → 23 (+7)
24% more funds holding
Funds holding: 689 → 853 (+164)
9% less repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 273
9% less call options, than puts
Call options by funds: $572M | Put options by funds: $627M
1.08% less ownership
Funds ownership: 98.66% → 97.58% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$854M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$272M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$212M |
| 4 |
BlackRock
New York
|
+$208M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$170M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$327M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$292M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$260M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$188M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$142M |
CIEN Hedge Fund Activity: Q4 2025 in Review
853 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Ciena (CIEN) for Q4 2025, worth a combined $32.2B — up 59% from $20.3B a quarter earlier.
Buyers outnumbered sellers: 259 funds opened new CIEN positions and 84 closed out — a net gain of 175 holders — while 249 added to existing stakes and 273 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $854M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $327M.
- 853 institutional investors held Ciena (CIEN) as of Q4 2025, up from 689 in Q3 2025.
- Funds reported $32.2B of Ciena stock for Q4 2025, up 59% quarter-over-quarter.
- 259 funds opened new Ciena positions in Q4 2025 and 84 closed out, a net change of +175 holders.
- The largest Ciena buyer in Q4 2025 was JP Morgan Chase, an estimated $854M added.
- The largest Ciena seller in Q4 2025 was Barrow, Hanley, Mewhinney & Strauss, an estimated $327M sold.
Based on aggregated 13F filings for Q4 2025.