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LFT

Lument Finance Trust

57 hedge funds and large institutions have $26.9M invested in Lument Finance Trust in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

8% more capital invested

Capital invested by funds: $24.9M → $26.9M (+$1.96M)

4.97% more ownership

Funds ownership: 18.23%23.2% (+5%)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 5857 (-1)

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
18
Reduced
11
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$82.3K +$93.6K +37,164 +55,469%
UBS Group
27
UBS Group
Switzerland
$81.1K +$87K +34,541 +1,607%
Citadel Advisors
28
Citadel Advisors
Florida
$75.4K +$85.9K +34,127 New
Wells Fargo
29
Wells Fargo
California
$64.7K +$73.8K +29,285 +2,928,500%
Invesco
30
Invesco
Georgia
$63.5K +$72.3K +28,725 New
Mirae Asset Global ETFs Holdings
31
Mirae Asset Global ETFs Holdings
Hong Kong
$55.1K +$62.8K +24,922 New
IIM
32
INTECH Investment Management
Florida
$52.4K +$59.7K +23,705 New
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$52K +$58.1K +23,084 New
Osaic Holdings
34
Osaic Holdings
Arizona
$51.4K -$1.01K -400 -2%
Cerity Partners
35
Cerity Partners
New York
$40.2K -$11.4K -4,526 -20%
Raymond James Financial
36
Raymond James Financial
Florida
$39.3K -$6.84K -2,716 -13%
Citigroup
37
Citigroup
New York
$33.8K +$33.1K +13,138 +604%
Bank of America
38
Bank of America
North Carolina
$32.4K +$36K +14,282 +3,989%
HIM
39
Hillsdale Investment Management
Ontario, Canada
$30.3K -$95.7K -37,994 -73%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$28.7K +$32.7K +13,000 New
NA
41
NewEdge Advisors
Louisiana
$26.6K -$13.8K -5,495 -31%
AT
42
Arlington Trust
Alabama
$24.3K
LSA
43
Lion Street Advisors
Texas
$23.7K
Nisa Investment Advisors
44
Nisa Investment Advisors
Missouri
$22.7K
JIR
45
James Investment Research
Ohio
$22.1K
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$21.4K +$24.4K +9,674 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$21K +$24.8K +9,864 New
SO
48
STRS Ohio
Ohio
$19K +$21.7K +8,600 New
AIP
49
Ameritas Investment Partners
Nebraska
$10.3K +$11.7K +4,659 New
Legal & General Group
50
Legal & General Group
United Kingdom
$9.05K +$10.3K +4,097 New

LFT Hedge Fund Activity: Q2 2025 in Review

57 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q2 2025, worth a combined $26.9M — up 7.9% from $24.9M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of LFT and 19 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 18 added.

The largest buyer was BlackRock, adding an estimated $3.59M. The largest seller was Millennium Management, exiting entirely with an estimated $877K sold.

  • 57 institutional investors held Lument Finance Trust (LFT) as of Q2 2025, down from 58 in Q1 2025.
  • Funds reported $26.9M of Lument Finance Trust stock for Q2 2025, up 7.9% quarter-over-quarter.
  • 19 funds opened new Lument Finance Trust positions in Q2 2025 and 20 closed out, a net change of -1 holder.
  • The largest Lument Finance Trust buyer in Q2 2025 was BlackRock, an estimated $3.59M added.
  • The largest Lument Finance Trust seller in Q2 2025 was Millennium Management, an estimated $877K sold.

Based on aggregated 13F filings for Q2 2025.