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Lumentum
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Overview Fund Activity

480 hedge funds and large institutions have $7.96B invested in Lumentum in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 171 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
6.44%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.23%
New
110
Increased
171
Reduced
130
Closed
40
Calls
$299M
Puts
$186M
Net Calls
+$113M
Net Calls Change
+$168M

Top Buyers

1
PCH
Polar Capital Holdings
United Kingdom
$156M
2
HRCM
Hood River Capital Management
Florida
$210M
3
BlackRock
BlackRock
New York
$703M
4
DCM
Driehaus Capital Management
Illinois
$74.7M
5
Capital World Investors
Capital World Investors
California
$546M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$75.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$631M
3
PC
PointState Capital
New York
$241M
4
AllianceBernstein
AllianceBernstein
Tennessee
$98.8M
5
FGP
Freestone Grove Partners
California
$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
301
Ellevest Inc
New York
$397K +$27.8K +292 +8%
KAS
302
Kestra Advisory Services
Texas
$388K +$13.2K +139 +4%
OQS
303
Occudo Quantitative Strategies
Florida
$385K -$153K -1,611 -28%
M1FG
304
Mach-1 Financial Group
Arkansas
$375K +$375K +3,942 New
LCGC
305
Legacy Capital Group California
California
$361K +$32.5K +342 +10%
Skandinaviska Enskilda Banken (SEB)
306
Skandinaviska Enskilda Banken (SEB)
Sweden
$360K +$322K +3,385 +832%
VA
307
Vident Advisory
Georgia
$355K +$355K +3,736 New
URS
308
Utah Retirement Systems
Utah
$352K – – –
BTI
309
Blue Trust Inc
Georgia
$327K +$21.8K +229 +7%
KV
310
Kickstand Ventures
New York
$319K -$46.6K -490 -13%
SWA
311
Stratos Wealth Advisors
Ohio
$314K – – –
CA
312
Capital Advantage
California
$313K – – –
OIA
313
OneDigital Investment Advisors
Kansas
$310K +$310K +3,257 New
MSRPS
314
Maryland State Retirement & Pension System
Maryland
$302K +$302K +3,176 New
HSBC Holdings
315
HSBC Holdings
United Kingdom
$298K +$298K +3,130 New
William Blair & Company
316
William Blair & Company
Illinois
$297K +$297K +3,120 New
Group One Trading
317
Group One Trading
Illinois
$294K -$397K -4,172 -57%
ProShare Advisors
318
ProShare Advisors
Maryland
$293K +$293K +3,077 New
CA
319
CWC Advisors
Oregon
$293K +$293K +3,077 New
FFM
320
Forum Financial Management
Illinois
$292K +$292K +3,067 New
MG
321
Marex Group
$287K +$287K +3,022 New
PAG
322
Private Advisor Group
New Jersey
$279K -$99.9K -1,051 -26%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$277K +$277K +2,909 New
CC
324
Corton Capital
Ontario, Canada
$272K +$272K +2,860 New
PTC
325
Petrus Trust Company
Texas
$270K -$383K -4,033 -59%
11 12
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