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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
EP
51
Essential Partners
California
$1K +$1.07K +790 +11,286%
C
52
Covestor
United Kingdom
$1K +$234 +173 +44%
EWA
53
EverSource Wealth Advisors
Alabama
$342 +$321 +237 +677%
TFA
54
Transamerica Financial Advisors
Florida
$106 +$111 +82 New
AF
55
Allworth Financial
California
$82 +$80 +59 +983%
IA
56
IFP Advisors
Florida
$63 +$28 +21 +72%
AAP
57
Arax Advisory Partners
Colorado
$34 +$1 +1 New
TWD
58
True Wealth Design
Ohio
$29 +$28 +21 +1,050%
SS
59
Sunbelt Securities
Texas
$24 +$19 +14 +280%
RIL
60
Rothschild Investment LLC
Illinois
$19 +$15 +11 +275%
FFA
61
Farther Finance Advisors
California
$11 +$12 +9 New
MCM
62
MAI Capital Management
Ohio
$9 +$9 +7 New
CIAM
63
Caitong International Asset Management
Hong Kong
$3 +$3 +2 New
SIC
64
SJS Investment Consulting
Ohio
$3 +$3 +2 New
PAIM
65
Punch & Associates Investment Management
Minnesota
-$377K -267,162 Closed
Jane Street
66
Jane Street
New York
-$139K -98,529 Closed
N
67
Nuveen
North Carolina
-$82.2K -58,265 Closed
JWCA
68
J.W. Cole Advisors
Florida
-$59.1K -41,939 Closed
Raymond James Financial
69
Raymond James Financial
Florida
-$24.9K -17,628 Closed
AT
70
Arlington Trust
Alabama
-$15.5K -11,000 Closed
IA
71
Integrity Alliance
Iowa
-$15.1K -10,706 Closed
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
-$3.92K -2,781 Closed
AB
73
Amalgamated Bank
New York
-$2K -1,434 Closed

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.