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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
Commonwealth Equity Services
301
Commonwealth Equity Services
Massachusetts
$285K -$148K -1,896 -36%
SAM
302
Shell Asset Management
Netherlands
$278K – – –
SWA
303
Stratos Wealth Advisors
Ohio
$277K -$77.9K -1,000 -23%
CA
304
Capital Advantage
California
$276K -$1.35M -17,299 -84%
PWMAG
305
Pinnacle Wealth Management Advisory Group
New Jersey
$272K – – –
ProShare Advisors
306
ProShare Advisors
Maryland
$270K +$250K +3,214 New
CC
307
Corton Capital
Ontario, Canada
$266K -$409K -5,244 -62%
William Blair & Company
308
William Blair & Company
Illinois
$263K +$244K +3,131 New
Corient Private Wealth
309
Corient Private Wealth
Florida
$261K -$9.04K -116 -4%
Susquehanna International Group
310
Susquehanna International Group
Pennsylvania
$254K -$630K -8,082 -73%
PNC Financial Services Group
311
PNC Financial Services Group
Pennsylvania
$250K +$6.39K +82 +3%
KBC Group
312
KBC Group
Belgium
$248K +$73.3K +941 +47%
WWM
313
Whalen Wealth Management
Nevada
$235K -$636K -8,161 -74%
MML Investors Services
314
MML Investors Services
Massachusetts
$235K +$218K +2,795 New
SPA
315
Sherbrooke Park Advisers
New York
$227K +$211K +2,705 New
Bessemer Group
316
Bessemer Group
New Jersey
$219K -$153K -1,961 -43%
PCM
317
Princeton Capital Management
New Jersey
$217K +$201K +2,585 New
SCM
318
Shelton Capital Management
Colorado
$215K +$199K +2,558 New
CC
319
Centiva Capital
New York
$214K +$199K +2,551 New
C
320
Covestor
United Kingdom
$212K +$185K +2,371 +1,602%
PM
321
Parametrica Management
Hong Kong
$207K +$192K +2,469 New
NWAG
322
Net Worth Advisory Group
Utah
$207K +$192K +2,462 New
Walleye Trading
323
Walleye Trading
New York
$202K +$188K +2,409 New
CA
324
CWC Advisors
Oregon
$201K +$186K +2,392 New
TWC
325
TD Waterhouse Canada
Ontario, Canada
$172K +$57.4K +737 +56%
11 12
13
14 15

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.