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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
SAM
251
Securian Asset Management
Minnesota
$328K +$7.77K +101 +2%
HighTower Advisors
252
HighTower Advisors
Illinois
$327K +$136K +1,773 +51%
Universal-Beteiligungs- und Servicegesellschaft
253
Universal-Beteiligungs- und Servicegesellschaft
Germany
$326K +$403K +5,234 New
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$325K +$172K +2,237 +75%
GIA
255
Gateway Investment Advisers
Ohio
$324K -$462 -6 -0.1%
GT
256
Greenleaf Trust
Michigan
$304K -$1.15K -15 -0.3%
CIM
257
CIM Investment Management
Pennsylvania
$299K -$8.93K -116 -2%
VPIM
258
Vanguard Personalized Indexing Management
California
$293K -$31.4K -408 -8%
SF
259
Seek First
California
$292K +$360K +4,677 New
Federated Hermes
260
Federated Hermes
Pennsylvania
$290K -$27.5K -357 -7%
WWM
261
Whalen Wealth Management
Nevada
$282K +$133K +1,730 +62%
USAA
262
United Services Automobile Association
Texas
$279K +$343K +4,461 New
MFG
263
Mission Financial Group
Nevada
$279K +$30.5K +397 New
SI
264
Stephens Inc
Arkansas
$278K -$133K -1,730 -28%
CA
265
Capital Advantage
California
$276K
CGH
266
Crossmark Global Holdings
Texas
$270K -$1.39K -18 -0.4%
SCM
267
Sterling Capital Management
North Carolina
$267K -$695K -9,029 -68%
CAM
268
Claret Asset Management
Quebec, Canada
$260K -$320K -4,161 Closed
Cambridge Investment Research Advisors
269
Cambridge Investment Research Advisors
Iowa
$260K +$321K +4,178 New
PAG
270
Private Advisor Group
New Jersey
$249K +$5.23K +68 +2%
KAS
271
Kestra Advisory Services
Texas
$246K +$28.3K +368 +10%
EI
272
Ellevest Inc
New York
$242K +$13.9K +180 +5%
KV
273
Kickstand Ventures
New York
$240K +$296K +3,845 New
Pacer Advisors
274
Pacer Advisors
Pennsylvania
$233K -$726K -9,438 -72%
URS
275
Utah Retirement Systems
Utah
$231K

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.