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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
Axa
1
Axa
France
$4.71M
BlackRock
2
BlackRock
New York
$2.79M +$99.7K +62,433 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.71M +$25.6K +16,009 +0.8%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.55M +$49.3K +30,855 +3%
MW
5
Melia Wealth
Oklahoma
$1.39M +$66.7K +41,731 +4%
State Street
6
State Street
Massachusetts
$659K +$29K +18,122 +4%
Northern Trust
7
Northern Trust
Illinois
$449K -$16.5K -10,306 -3%
Morgan Stanley
8
Morgan Stanley
New York
$416K +$378K +236,357 +403%
PAIM
9
Punch & Associates Investment Management
Minnesota
$377K -$703K -440,150 -62%
DAM
10
Deltec Asset Management
New York
$282K
Charles Schwab
11
Charles Schwab
California
$192K
Bank of New York Mellon
12
Bank of New York Mellon
New York
$159K -$1.05K -656 -0.6%
Goldman Sachs
13
Goldman Sachs
New York
$159K +$75K +46,936 +71%
Jane Street
14
Jane Street
New York
$139K +$157K +98,529 New
Barclays
15
Barclays
United Kingdom
$102K +$12.1K +7,594 +12%
N
16
Nuveen
North Carolina
$82.2K
Wells Fargo
17
Wells Fargo
California
$72.2K +$25.8K +16,179 +46%
JP Morgan Chase
18
JP Morgan Chase
New York
$71.5K -$17.2K -10,761 -18%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$65.8K +$74.5K +46,632 New
FIA
20
Foundations Investment Advisors
Arizona
$65K +$120 +75 +0.2%
JWCA
21
J.W. Cole Advisors
Florida
$59.1K +$380 +238 +0.6%
Bank of America
22
Bank of America
North Carolina
$49.2K +$34.6K +21,635 +163%
Invesco
23
Invesco
Georgia
$47K +$4.6K +2,879 +9%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$46.5K +$39.6K +24,782 +302%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$45.2K -$17.6K -11,007 -26%

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.