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LFT

Lument Finance Trust

64 hedge funds and large institutions have $16.2M invested in Lument Finance Trust in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

2% more funds holding

Funds holding: 6364 (+1)

1.26% more ownership

Funds ownership: 23.21%24.47% (+1.3%)

6% less capital invested

Capital invested by funds: $17.2M → $16.2M (-$981K)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
32
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$25.3K +$27.2K +20,088 New
JP Morgan Chase
27
JP Morgan Chase
New York
$24K -$43.3K -31,978 -63%
NA
28
NewEdge Advisors
Louisiana
$22.7K +$58 +43 +0.2%
JIR
29
James Investment Research
Ohio
$22.7K
Wells Fargo
30
Wells Fargo
California
$21.7K -$45.9K -33,924 -66%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$21.7K -$39.8K -29,402 -63%
PFSRSONJ
32
Police & Firemen's Retirement System of New Jersey
New Jersey
$20.7K
Neuberger Berman Group
33
Neuberger Berman Group
New York
$20.4K +$844 +624 +4%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$20.2K +$11.1K +8,214 +105%
TRCT
35
Tower Research Capital (TRC)
New York
$17.6K +$9.07K +6,702 +92%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$17K +$530 +392 +3%
IIM
37
INTECH Investment Management
Florida
$14.8K -$12.1K -8,929 -43%
VGA
38
Vanguard Global Advisers
Pennsylvania
$14.4K +$15.5K +11,437 New
Barclays
39
Barclays
United Kingdom
$14.1K -$82.7K -61,125 -84%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$13.2K -$2.13K -1,571 -13%
UBS Group
41
UBS Group
Switzerland
$11.9K +$521 +385 +4%
SO
42
STRS Ohio
Ohio
$10.8K
GI
43
GAMMA Investing
California
$6.04K +$3.8K +2,811 +142%
AIP
44
Ameritas Investment Partners
Nebraska
$5.87K
Nisa Investment Advisors
45
Nisa Investment Advisors
Missouri
$5.85K -$3.08K -2,280 -34%
Legal & General Group
46
Legal & General Group
United Kingdom
$5.16K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$5K -$5.14K -3,798 -48%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$3.25K +$2.55K +1,886 +271%
Citigroup
49
Citigroup
New York
$2.67K +$1.47K +1,087 +105%
SCM
50
Sterling Capital Management
North Carolina
$1.9K -$2.22K -1,639 -52%

LFT Hedge Fund Activity: Q1 2026 in Review

64 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q1 2026, worth a combined $16.2M — down 5.7% from $17.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LFT positions and 9 closed out — a net gain of 2 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $888K. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $377K sold.

  • 64 institutional investors held Lument Finance Trust (LFT) as of Q1 2026, up from 63 in Q4 2025.
  • Funds reported $16.2M of Lument Finance Trust stock for Q1 2026, down 5.7% quarter-over-quarter.
  • 11 funds opened new Lument Finance Trust positions in Q1 2026 and 9 closed out, a net change of +2 holders.
  • The largest Lument Finance Trust buyer in Q1 2026 was Russell Investments Group, an estimated $888K added.
  • The largest Lument Finance Trust seller in Q1 2026 was Punch & Associates Investment Management, an estimated $377K sold.

Based on aggregated 13F filings for Q1 2026.