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Lumentum

482 hedge funds and large institutions have $7.96B invested in Lumentum in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 171 increasing their positions, 132 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 41

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

61% more call options, than puts

Call options by funds: $299M | Put options by funds: $186M

58% more capital invested

Capital invested by funds: $5.04B → $7.96B (+$2.92B)

30% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 132

15% more funds holding

Funds holding: 420482 (+62)

4.01% more ownership

Funds ownership: 116.79%120.8% (+4%)

Holders
482
Holders Change
+62
Holders Change %
+14.76%
% of All Funds
6.35%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.22%
New
109
Increased
171
Reduced
132
Closed
41
Calls
$299M
Puts
$186M
Net Calls
+$113M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
301
Ellevest Inc
New York
$397K +$20.7K +292 +8%
KAS
302
Kestra Advisory Services
Texas
$388K +$9.86K +139 +4%
OQS
303
Occudo Quantitative Strategies
Florida
$385K -$114K -1,611 -28%
M1FG
304
Mach-1 Financial Group
Arkansas
$375K +$280K +3,942 New
LCGC
305
Legacy Capital Group California
California
$361K +$24.3K +342 +10%
Skandinaviska Enskilda Banken (SEB)
306
Skandinaviska Enskilda Banken (SEB)
Sweden
$360K +$240K +3,385 +832%
VA
307
Vident Advisory
Georgia
$355K +$265K +3,736 New
URS
308
Utah Retirement Systems
Utah
$352K
BTI
309
Blue Trust Inc
Georgia
$327K +$16.3K +229 +7%
KV
310
Kickstand Ventures
New York
$319K -$34.8K -490 -13%
SWA
311
Stratos Wealth Advisors
Ohio
$314K
CA
312
Capital Advantage
California
$313K
OIA
313
OneDigital Investment Advisors
Kansas
$310K +$231K +3,257 New
MSRPS
314
Maryland State Retirement & Pension System
Maryland
$302K +$225K +3,176 New
HSBC Holdings
315
HSBC Holdings
United Kingdom
$298K +$222K +3,130 New
William Blair & Company
316
William Blair & Company
Illinois
$297K +$221K +3,120 New
Group One Trading
317
Group One Trading
Illinois
$294K -$296K -4,172 -57%
CA
318
CWC Advisors
Oregon
$293K +$218K +3,077 New
ProShare Advisors
319
ProShare Advisors
Maryland
$293K +$218K +3,077 New
FFM
320
Forum Financial Management
Illinois
$292K +$218K +3,067 New
SA
321
Sanctuary Advisors
Indiana
$291K +$217K +3,065 New
MG
322
Marex Group
$287K +$214K +3,022 New
PAG
323
Private Advisor Group
New Jersey
$279K -$74.6K -1,051 -26%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$277K +$206K +2,909 New
CC
325
Corton Capital
Ontario, Canada
$272K +$203K +2,860 New

LITE Hedge Fund Activity: Q2 2025 in Review

482 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q2 2025, worth a combined $7.96B — up 58% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new LITE positions and 41 closed out — a net gain of 68 holders — while 171 added to existing stakes and 132 trimmed.

The largest buyer was Polar Capital Holdings, adding an estimated $105M. The largest seller was Point72 Asset Management, cutting an estimated $215M.

  • 482 institutional investors held Lumentum (LITE) as of Q2 2025, up from 420 in Q1 2025.
  • Funds reported $7.96B of Lumentum stock for Q2 2025, up 58% quarter-over-quarter.
  • 109 funds opened new Lumentum positions in Q2 2025 and 41 closed out, a net change of +68 holders.
  • The largest Lumentum buyer in Q2 2025 was Polar Capital Holdings, an estimated $105M added.
  • The largest Lumentum seller in Q2 2025 was Point72 Asset Management, an estimated $215M sold.

Based on aggregated 13F filings for Q2 2025.