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LFT

Lument Finance Trust

63 hedge funds and large institutions have $17.2M invested in Lument Finance Trust in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 6363 (0)

0.18% less ownership

Funds ownership: 23.39%23.21% (-0.18%)

31% less capital invested

Capital invested by funds: $24.8M → $17.2M (-$7.62M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
23
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$38.9K +$139 +87 +0.3%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$36.1K
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$33K
Mirae Asset Global ETFs Holdings
29
Mirae Asset Global ETFs Holdings
Hong Kong
$30.7K +$1.05K +660 +3%
IIM
30
INTECH Investment Management
Florida
$29.2K -$2.62K -1,638 -7%
NA
31
NewEdge Advisors
Louisiana
$25.4K +$8 +5 +0%
JIR
32
James Investment Research
Ohio
$25.4K
Raymond James Financial
33
Raymond James Financial
Florida
$24.9K +$147 +92 +0.5%
PFSRSONJ
34
Police & Firemen's Retirement System of New Jersey
New Jersey
$23.1K
Neuberger Berman Group
35
Neuberger Berman Group
New York
$22K +$24.9K +15,605 New
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$18.4K +$72 +45 +0.3%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$17K -$12K -7,514 -38%
AT
38
Arlington Trust
Alabama
$15.5K
IA
39
Integrity Alliance
Iowa
$15.1K +$17.1K +10,706 New
AQR Capital Management
40
AQR Capital Management
Connecticut
$14.9K +$16.9K +10,578 New
UBS Group
41
UBS Group
Switzerland
$12.8K -$12.9K -8,103 -47%
SO
42
STRS Ohio
Ohio
$12.1K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$12K +$3.11K +1,947 +32%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$11K +$8.24K +5,160 +196%
TRCT
45
Tower Research Capital (TRC)
New York
$10.2K +$2.27K +1,419 +24%
Nisa Investment Advisors
46
Nisa Investment Advisors
Missouri
$9.83K -$5.14K -3,220 -32%
AIP
47
Ameritas Investment Partners
Nebraska
$6.57K
Legal & General Group
48
Legal & General Group
United Kingdom
$5.78K
SCM
49
Sterling Capital Management
North Carolina
$4.44K
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$3.92K -$109 -68 -2%

LFT Hedge Fund Activity: Q4 2025 in Review

63 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q4 2025, worth a combined $17.2M — down 31% from $24.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LFT positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $378K. The largest seller was Punch & Associates Investment Management, cutting an estimated $703K.

  • 63 institutional investors held Lument Finance Trust (LFT) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $17.2M of Lument Finance Trust stock for Q4 2025, down 31% quarter-over-quarter.
  • 9 funds opened new Lument Finance Trust positions in Q4 2025 and 8 closed out, a net change of +1 holder.
  • The largest Lument Finance Trust buyer in Q4 2025 was Morgan Stanley, an estimated $378K added.
  • The largest Lument Finance Trust seller in Q4 2025 was Punch & Associates Investment Management, an estimated $703K sold.

Based on aggregated 13F filings for Q4 2025.