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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
LFG
326
Larson Financial Group
Missouri
$22K +$24.3K +316 +854%
WT
327
Whittier Trust
California
$21.1K +$9.46K +123 +57%
QL
328
Quarry LP
New York
$19.8K +$24.5K +318 New
BIG
329
Brooklyn Investment Group
New York
$19.8K +$24.1K +313 +7,825%
ACM
330
Accent Capital Management
Ohio
$19.7K
AF
331
Allworth Financial
California
$19.6K +$3.62K +47 +16%
GSWM
332
Golden State Wealth Management
California
$15.7K
HFS
333
Hantz Financial Services
Michigan
$14K -$756K -9,823 -98%
Daiwa Securities Group
334
Daiwa Securities Group
Japan
$14K -$44.2K -575 -72%
FDW
335
Fourth Dimension Wealth
Ohio
$13.5K
PP
336
Pacifica Partners
Canada
$13.4K
CLOS
337
Compagnie Lombard Odier SCmA
Switzerland
$13.3K
CAL
338
Capital Advisors Ltd
Ohio
$13K +$385 +5 +3%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$12.6K +$17.2K +224 +800%
LI
340
LRI Investments
Florida
$12K
NWMP
341
Noble Wealth Management PBC
Colorado
$11.3K
C
342
Covestor
United Kingdom
$11K -$180K -2,341 -93%
RA
343
Rise Advisors
New York
$10.8K -$8.85K -115 -40%
KA
344
Kozak & Associates
Colorado
$10.5K
HI
345
Harbour Investments
Wisconsin
$10.3K +$154 +2 +1%
LC
346
Lindbrook Capital
California
$9.91K -$385 -5 -3%
CTC
347
Central Trust Company
Missouri
$8.73K
Optiver Holding
348
Optiver Holding
Netherlands
$8.23K +$10.2K +132 New
Nisa Investment Advisors
349
Nisa Investment Advisors
Missouri
$7.36K
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$7.23K +$7.93K +103 +792%

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.