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LFT

Lument Finance Trust

63 hedge funds and large institutions have $24.8M invested in Lument Finance Trust in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

11% more funds holding

Funds holding: 5763 (+6)

0.19% more ownership

Funds ownership: 23.2%23.39% (+0.19%)

8% less capital invested

Capital invested by funds: $26.9M → $24.8M (-$2.08M)

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
22
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$6.75M
BlackRock
2
BlackRock
New York
$3.86M +$664K +302,416 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.85M +$27.7K +12,624 +0.7%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.16M +$21K +9,558 +0.9%
MW
5
Melia Wealth
Oklahoma
$1.91M +$355K +161,767 +21%
PAIM
6
Punch & Associates Investment Management
Minnesota
$1.43M -$420K -191,521 -21%
State Street
7
State Street
Massachusetts
$899K +$44.9K +20,476 +5%
Northern Trust
8
Northern Trust
Illinois
$664K -$9.32K -4,245 -1%
DAM
9
Deltec Asset Management
New York
$404K
Charles Schwab
10
Charles Schwab
California
$275K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$230K +$42.6K +19,399 +21%
CCM
12
Corsair Capital Management
New York
$181K
Citadel Advisors
13
Citadel Advisors
Florida
$156K +$94.1K +42,862 +126%
Goldman Sachs
14
Goldman Sachs
New York
$133K +$145K +65,868 New
Barclays
15
Barclays
United Kingdom
$131K -$47.3K -21,529 -25%
JP Morgan Chase
16
JP Morgan Chase
New York
$124K +$53.2K +24,226 +65%
Morgan Stanley
17
Morgan Stanley
New York
$118K -$136K -61,823 -51%
N
18
Nuveen
North Carolina
$118K
B
19
Bailard
California
$109K +$31.8K +14,475 +37%
LSV Asset Management
20
LSV Asset Management
Illinois
$107K -$28.3K -12,900 -20%
FIA
21
Foundations Investment Advisors
Arizona
$93K +$206 +94 +0.2%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$87.1K -$1.25K -567 -1%
JWCA
23
J.W. Cole Advisors
Florida
$84.2K +$650 +296 +0.7%
Wells Fargo
24
Wells Fargo
California
$70.7K +$12.5K +5,705 +19%
Invesco
25
Invesco
Georgia
$61.5K +$3.82K +1,741 +6%

LFT Hedge Fund Activity: Q3 2025 in Review

63 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q3 2025, worth a combined $24.8M — down 7.7% from $26.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LFT positions and 6 closed out — a net gain of 6 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $664K. The largest seller was Punch & Associates Investment Management, cutting an estimated $420K.

  • 63 institutional investors held Lument Finance Trust (LFT) as of Q3 2025, up from 57 in Q2 2025.
  • Funds reported $24.8M of Lument Finance Trust stock for Q3 2025, down 7.7% quarter-over-quarter.
  • 12 funds opened new Lument Finance Trust positions in Q3 2025 and 6 closed out, a net change of +6 holders.
  • The largest Lument Finance Trust buyer in Q3 2025 was BlackRock, an estimated $664K added.
  • The largest Lument Finance Trust seller in Q3 2025 was Punch & Associates Investment Management, an estimated $420K sold.

Based on aggregated 13F filings for Q3 2025.