We are live on ! Find out more
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
Axa
1
Axa
France
$7.38M
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.19M +$694K +275,549 +17%
BlackRock
3
BlackRock
New York
$3.56M +$3.59M +1,424,154 +763%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.34M +$1.52M +604,205 +133%
PAIM
5
Punch & Associates Investment Management
Minnesota
$1.99M -$247K -97,986 -10%
MW
6
Melia Wealth
Oklahoma
$1.73M +$89.7K +35,606 +5%
State Street
7
State Street
Massachusetts
$945K +$754K +299,231 +256%
Northern Trust
8
Northern Trust
Illinois
$736K +$623K +247,426 +289%
DAM
9
Deltec Asset Management
New York
$442K
Charles Schwab
10
Charles Schwab
California
$301K +$283K +112,249 +467%
Morgan Stanley
11
Morgan Stanley
New York
$266K +$189K +75,083 +166%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$208K +$237K +94,263 New
Deutsche Bank
13
Deutsche Bank
Germany
$208K +$237K +94,209 New
CCM
14
Corsair Capital Management
New York
$198K
Barclays
15
Barclays
United Kingdom
$191K +$216K +85,861 +20,541%
Renaissance Technologies
16
Renaissance Technologies
New York
$158K -$375K -148,817 -68%
LSV Asset Management
17
LSV Asset Management
Illinois
$145K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$129K -$179K -71,051 -55%
N
19
Nuveen
North Carolina
$129K +$147K +58,265 New
CHAM
20
Clear Harbor Asset Management
Connecticut
$128K
FIA
21
Foundations Investment Advisors
Arizona
$102K -$36.6K -14,523 -24%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$98.3K +$112K +44,500 New
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$96.5K +$110K +43,666 New
JWCA
24
J.W. Cole Advisors
Florida
$91.5K -$9.26K -3,678 -8%
B
25
Bailard
California
$87.3K +$54.1K +21,474 +119%

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.