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Lumentum
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449 hedge funds and large institutions have $6.23B invested in Lumentum in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 140 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 42

71% more funds holding in top 10

Funds holding in top 10: 7 → 12 (+5)

34% more capital invested

Capital invested by funds: $4.65B → $6.23B (+$1.59B)

17% more funds holding

Funds holding: 385 → 449 (+64)

14% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 123

0.24% more ownership

Funds ownership: 107.77% → 108.01% (+0.24%)

29% less call options, than puts

Call options by funds: $120M | Put options by funds: $170M

Holders
449
Holders Change
+64
Holders Change %
+16.62%
% of All Funds
5.91%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.16%
New
110
Increased
140
Reduced
123
Closed
42
Calls
$120M
Puts
$170M
Net Calls
-$49.9M
Net Calls Change
-$8.56M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$146M
2
Citadel Advisors
Citadel Advisors
Florida
+$87.9M
3
N
Nuveen
North Carolina
+$47.6M
4
BlackRock
BlackRock
New York
+$43.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$39.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$244M
2
Ameriprise
Ameriprise
Minnesota
-$105M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$80.7M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$41.7M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
II
276
Inspire Investing
Idaho
$403K -$131K -1,683 -26%
FCBT
277
First Citizens Bank & Trust
North Carolina
$390K +$43.5K +558 +14%
MIIM
278
Mesirow Institutional Investment Management
Illinois
$379K -$134K -1,717 -28%
P
279
&Partners
Tennessee
$378K +$329K +4,225 New
Envestnet Portfolio Solutions
280
Envestnet Portfolio Solutions
Illinois
$368K +$43.3K +556 +15%
CGH
281
Crossmark Global Holdings
Texas
$365K +$13.1K +168 +4%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$356K +$18.9K +243 +6%
CAM
283
Claret Asset Management
Quebec, Canada
$349K +$2.26K +29 +0.7%
MC
284
MIG Capital
California
$337K +$313K +4,010 New
VI
285
Versor Investments
New York
$336K +$312K +4,007 New
MCP
286
Militia Capital Partners
Nevada
$336K +$312K +4,000 New
PAG
287
Private Advisor Group
New Jersey
$329K -$44.6K -572 -13%
MYIA
288
Mount Yale Investment Advisors
Colorado
$319K +$5.14K +66 +2%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$318K – – –
BCA
290
Bay Colony Advisors
Massachusetts
$317K +$294K +3,774 New
EI
291
Ellevest Inc
New York
$311K +$288K +3,701 New
URS
292
Utah Retirement Systems
Utah
$311K – – –
BBA
293
Baader Bank Aktiengesellschaft
Germany
$301K +$280K +3,596 New
KAS
294
Kestra Advisory Services
Texas
$300K -$1.95K -25 -0.7%
HighTower Advisors
295
HighTower Advisors
Illinois
$291K +$5.14K +66 +2%
LCGC
296
Legacy Capital Group California
California
$291K -$248K -3,180 -48%
WMA
297
West Michigan Advisors
Michigan
$288K +$268K +3,435 New
NRD
298
Nebula Research & Development
New York
$288K +$267K +3,432 New
Wolverine Trading
299
Wolverine Trading
Illinois
$288K +$268K +3,433 New
PAM
300
Pinpoint Asset Management
Hong Kong
$287K +$226K +2,903 +564%
10 11
12
13 14

LITE Hedge Fund Activity: Q4 2024 in Review

449 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q4 2024, worth a combined $6.23B — up 34% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new LITE positions and 42 closed out — a net gain of 68 holders — while 140 added to existing stakes and 123 trimmed.

The largest buyer was Capital World Investors, adding an estimated $146M. The largest seller was Fidelity Investments, cutting an estimated $244M.

  • 449 institutional investors held Lumentum (LITE) as of Q4 2024, up from 385 in Q3 2024.
  • Funds reported $6.23B of Lumentum stock for Q4 2024, up 34% quarter-over-quarter.
  • 110 funds opened new Lumentum positions in Q4 2024 and 42 closed out, a net change of +68 holders.
  • The largest Lumentum buyer in Q4 2024 was Capital World Investors, an estimated $146M added.
  • The largest Lumentum seller in Q4 2024 was Fidelity Investments, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2024.