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Lumentum

420 hedge funds and large institutions have $5.04B invested in Lumentum in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 128 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 128

8.78% more ownership

Funds ownership: 108.01%116.79% (+8.8%)

6% less funds holding

Funds holding: 449420 (-29)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

19% less capital invested

Capital invested by funds: $6.23B → $5.04B (-$1.19B)

25% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 95

42% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $133M

Holders
420
Holders Change
-29
Holders Change %
-6.46%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
71
Increased
149
Reduced
128
Closed
95
Calls
$77.6M
Puts
$133M
Net Calls
-$55.1M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$512K +$42K +546 +7%
X
227
Xponance
Pennsylvania
$511K +$9.77K +127 +2%
EF
228
Empowered Funds
Pennsylvania
$507K +$52.3K +680 +9%
SOADOR
229
State of Alaska Department of Revenue
Alaska
$505K +$20.8K +270 +3%
WCM
230
Washington Capital Management
Washington
$499K
LAM
231
LECAP Asset Management
United Kingdom
$495K +$83K +1,078 +16%
SS
232
SBI Securities
Japan
$485K -$79.4K -1,032 -12%
Prudential Financial
233
Prudential Financial
New Jersey
$481K +$83.9K +1,090 +22%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$475K
CPBTD
235
Central Pacific Bank - Trust Division
Hawaii
$474K
LCM
236
Legato Capital Management
California
$470K -$509K -6,615 -47%
PI
237
PineBridge Investments
New York
$456K +$563K +7,314 New
Group One Trading
238
Group One Trading
Illinois
$453K -$684K -8,892 -55%
Canada Pension Plan Investment Board
239
Canada Pension Plan Investment Board
Ontario, Canada
$443K -$354K -4,600 -39%
Osaic Holdings
240
Osaic Holdings
Arizona
$438K +$7.08K +92 +1%
NEI
241
Northwest & Ethical Investments
Ontario, Canada
$436K +$539K +7,000 New
PTC
242
Petrus Trust Company
Texas
$428K +$529K +6,873 New
CIP
243
Cornerstone Investment Partners
Georgia
$416K -$15.5K -201 -3%
DC
244
Diametric Capital
Massachusetts
$402K +$496K +6,452 New
Mitsubishi UFJ Trust & Banking
245
Mitsubishi UFJ Trust & Banking
Japan
$388K +$479K +6,229 New
N
246
Numerai
California
$384K +$473K +6,153 New
KB
247
Kimelman & Baird
New York
$366K -$5.77K -75 -1%
OQS
248
Occudo Quantitative Strategies
Florida
$355K -$507K -6,584 -54%
Mariner
249
Mariner
Kansas
$347K -$17.4K -226 -4%
SCM
250
Semanteon Capital Management
Massachusetts
$333K -$930K -12,089 -69%

LITE Hedge Fund Activity: Q1 2025 in Review

420 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q1 2025, worth a combined $5.04B — down 19% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of LITE and 71 opened new positions — a net loss of 24 holders — while 128 trimmed existing stakes and 149 added.

The largest buyer was PointState Capital, opening a new position worth an estimated $264M. The largest seller was Invesco, cutting an estimated $220M.

  • 420 institutional investors held Lumentum (LITE) as of Q1 2025, down from 449 in Q4 2024.
  • Funds reported $5.04B of Lumentum stock for Q1 2025, down 19% quarter-over-quarter.
  • 71 funds opened new Lumentum positions in Q1 2025 and 95 closed out, a net change of -24 holders.
  • The largest Lumentum buyer in Q1 2025 was PointState Capital, an estimated $264M added.
  • The largest Lumentum seller in Q1 2025 was Invesco, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2025.