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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
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$230K -$41.5K -539 -13%
VF
277
Virtu Financial
New York
$227K +$280K +3,638 New
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$227K +$47.5K +617 +20%
WTG
279
West Tower Group
Virginia
$218K +$269K +3,500 New
PWMAG
280
Pinnacle Wealth Management Advisory Group
New Jersey
$216K +$16.9K +220 +7%
LCGC
281
Legacy Capital Group California
California
$216K -$539 -7 -0.2%
TRCT
282
Tower Research Capital (TRC)
New York
$214K -$394K -5,116 -60%
Commonwealth Equity Services
283
Commonwealth Equity Services
Massachusetts
$211K -$539 -7 -0.2%
SWA
284
Stratos Wealth Advisors
Ohio
$206K
BTI
285
Blue Trust Inc
Georgia
$200K +$247K +3,209 New
KBC Group
286
KBC Group
Belgium
$184K
SAM
287
Shell Asset Management
Netherlands
$177K -$36.2K -471 -14%
CCM
288
Coldstream Capital Management
Washington
$154K +$190K +2,474 New
Bessemer Group
289
Bessemer Group
New Jersey
$145K -$21.2K -275 -11%
A
290
AlphaQuest
New York
$130K -$283K -3,674 -64%
TWC
291
TD Waterhouse Canada
Ontario, Canada
$130K -$231 -3 -0.1%
US Bancorp
292
US Bancorp
Minnesota
$128K +$1.39K +18 +0.9%
GI
293
GAMMA Investing
California
$128K +$66.1K +859 +72%
Jones Financial Companies
294
Jones Financial Companies
Missouri
$122K +$122K +1,585 +428%
BP
295
BNP Paribas
France
$93.5K -$30.4K -395 -21%
S
296
SignatureFD
Georgia
$84.7K -$3K -39 -3%
Credit Agricole
297
Credit Agricole
France
$71.7K
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$71K +$8.77K +114 +11%
Asset Management One
299
Asset Management One
Japan
$69.1K +$85.3K +1,109 New
FFA
300
Farther Finance Advisors
California
$67.9K +$78K +1,014 +1,913%

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.