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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
US Bancorp
326
US Bancorp
Minnesota
$171K -$193K -2,481 -55%
BP
327
BNP Paribas
France
$159K -$167K -2,146 -53%
PA
328
Parallel Advisors
California
$119K +$2.26K +29 +2%
S
329
SignatureFD
Georgia
$117K +$7.48K +96 +7%
GI
330
GAMMA Investing
California
$100K +$23.2K +298 +33%
Credit Agricole
331
Credit Agricole
France
$96.5K – – –
RS
332
R Squared
Hong Kong
$86.5K +$80.3K +1,030 New
MCM
333
Manchester Capital Management
Vermont
$86.4K +$14.8K +190 +23%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$86K +$36.4K +467 +83%
RAM
335
Ramirez Asset Management
New York
$84K – – –
Walleye Capital
336
Walleye Capital
New York
$78.6K -$1.44M -18,486 -95%
Daiwa Securities Group
337
Daiwa Securities Group
Japan
$67K +$62.4K +800 New
QCG
338
Quadrant Capital Group
Ohio
$64.3K +$12.8K +164 +27%
BC
339
Bayforest Capital
United Kingdom
$59.6K +$55.3K +710 New
AAM
340
Advisors Asset Management
Colorado
$58K +$28.4K +365 +112%
IA
341
IFP Advisors
Florida
$57K -$1.17K -15 -2%
QC
342
Quent Capital
New York
$56.4K – – –
BL
343
Bleichroeder LP
New York
$55.4K – – –
AWM
344
Avior Wealth Management
Nebraska
$52.5K +$2.03K +26 +4%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$50.2K +$2.81K +36 +6%
WIM
346
Westside Investment Management
California
$47.2K – – –
JSAM
347
J. Safra Asset Management
New York
$43.1K +$9.51K +122 +31%
TC
348
Torno Capital
Massachusetts
$42K +$39K +500 New
National Bank of Canada
349
National Bank of Canada
Quebec, Canada
$41.2K +$3.43K +44 +10%
SPIA
350
Steward Partners Investment Advisory
New York
$40.6K -$2.26K -29 -6%
12 13
14
15 16

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.