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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
Axa
1
Axa
France
$4.21M
BlackRock
2
BlackRock
New York
$2.79M +$327K +242,021 +12%
VCM
3
Vanguard Capital Management
Pennsylvania
$1.79M +$1.92M +1,418,818 New
MW
4
Melia Wealth
Oklahoma
$1.74M +$535K +395,601 +40%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.56M +$186K +137,581 +13%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$869K +$888K +656,579 +1,990%
State Street
7
State Street
Massachusetts
$594K +$3.44K +2,540 +0.6%
Northern Trust
8
Northern Trust
Illinois
$419K +$19.1K +14,097 +4%
VFT
9
Vanguard Fiduciary Trust
Pennsylvania
$363K +$390K +288,450 New
VPM
10
Vanguard Portfolio Management
Pennsylvania
$332K +$357K +263,645 New
DAM
11
Deltec Asset Management
New York
$252K
Goldman Sachs
12
Goldman Sachs
New York
$176K +$36.5K +27,012 +24%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$142K +$1 +1 +0%
Charles Schwab
14
Charles Schwab
California
$140K -$33.8K -24,993 -18%
AQR Capital Management
15
AQR Capital Management
Connecticut
$77.7K +$69.1K +51,081 +483%
Bank of America
16
Bank of America
North Carolina
$48.7K +$5.05K +3,736 +11%
Osaic Holdings
17
Osaic Holdings
Arizona
$45.4K +$11.5K +8,500 +31%
Invesco
18
Invesco
Georgia
$43.6K +$1.75K +1,291 +4%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$41K +$560 +414 +1%
FIA
20
Foundations Investment Advisors
Arizona
$35.9K -$23.9K -17,659 -38%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$32.3K
Morgan Stanley
22
Morgan Stanley
New York
$30.7K -$366K -270,606 -92%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$30K
Mirae Asset Global ETFs Holdings
24
Mirae Asset Global ETFs Holdings
Hong Kong
$28.1K +$690 +510 +2%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$27.9K +$29.3K +21,637 +4,362%