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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
PTC
326
Petrus Trust Company
Texas
$270K -$286K -4,033 -59%
Corient Private Wealth
327
Corient Private Wealth
Florida
$268K +$200K +2,814 New
MC
328
Machina Capital
France
$265K +$198K +2,792 New
SS
329
SBI Securities
Japan
$265K -$354K -4,987 -64%
MYIA
330
Mount Yale Investment Advisors
Colorado
$263K +$197K +2,771 New
CCM
331
Coldstream Capital Management
Washington
$262K +$20.1K +283 +11%
SCP
332
Sender Company & Partners
New York
$247K +$184K +2,600 New
VI
333
Versor Investments
New York
$239K +$179K +2,517 New
Jones Financial Companies
334
Jones Financial Companies
Missouri
$236K +$38.3K +540 +28%
Asset Management One
335
Asset Management One
Japan
$236K +$97.5K +1,374 +124%
Commonwealth Equity Services
336
Commonwealth Equity Services
Massachusetts
$236K -$64.1K -904 -27%
Bessemer Group
337
Bessemer Group
New Jersey
$234K +$9.65K +136 +6%
SCM
338
Shelton Capital Management
Colorado
$233K +$174K +2,454 New
Cambridge Investment Research Advisors
339
Cambridge Investment Research Advisors
Iowa
$229K -$125K -1,764 -42%
GI
340
GAMMA Investing
California
$228K +$24.8K +350 +17%
TSS
341
Two Sigma Securities
New York
$228K +$170K +2,395 New
FT
342
Fiduciary Trust
Massachusetts
$226K +$169K +2,377 New
CFO
343
Callan Family Office
Pennsylvania
$225K +$168K +2,367 New
PCM
344
Princeton Capital Management
New Jersey
$222K +$166K +2,339 New
FTWA
345
Fifth Third Wealth Advisors
Ohio
$221K +$165K +2,327 New
Wolverine Trading
346
Wolverine Trading
Illinois
$220K +$165K +2,322 New
Baird Financial Group
347
Baird Financial Group
Wisconsin
$217K +$162K +2,287 New
SAM
348
Shell Asset Management
Netherlands
$217K -$39K -550 -19%
AAS
349
Avantax Advisory Services
Texas
$217K +$162K +2,279 New
SOW
350
State of Wyoming
Wyoming
$209K +$156K +2,201 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.