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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
EC
351
Elequin Capital
New York
$39.6K -$3.19K -41 -8%
WWM
352
Wolff Wiese Magana
California
$37.9K -$5.07K -65 -13%
CA
353
CoreCap Advisors
Michigan
$33.3K +$29.6K +380 +2,235%
FMP
354
Financial Management Professionals
Texas
$31.5K – – –
Jones Financial Companies
355
Jones Financial Companies
Missouri
$31.1K +$10.1K +130 +54%
AF
356
Allworth Financial
California
$28.7K +$4.99K +64 +29%
UB
357
UMB Bank
Missouri
$28.3K +$19.7K +253 +301%
MCM
358
MAI Capital Management
Ohio
$27.2K +$25.3K +324 New
GRP
359
Global Retirement Partners
California
$26.9K +$2.81K +36 +13%
ACM
360
Accent Capital Management
Ohio
$26.5K – – –
RA
361
Rise Advisors
New York
$24.3K – – –
CAS
362
Coppell Advisory Solutions
Texas
$22.1K +$20.5K +263 New
PP
363
Pacifica Partners
Canada
$21.4K – – –
GSWM
364
Golden State Wealth Management
California
$21.2K +$19.6K +252 New
CFGS
365
Concourse Financial Group Securities
Alabama
$20.1K – – –
FDW
366
Fourth Dimension Wealth
Ohio
$18.2K +$16.9K +217 New
WT
367
Whittier Trust
California
$18K – – –
CLOS
368
Compagnie Lombard Odier SCmA
Switzerland
$17.9K – – –
KA
369
Kozak & Associates
Colorado
$17.9K – – –
LWANC
370
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$15.6K +200 +10,000%
LI
371
LRI Investments
Florida
$16.2K – – –
CAL
372
Capital Advisors Ltd
Ohio
$16K – – –
NWMP
373
Noble Wealth Management PBC
Colorado
$15.3K +$14.2K +182 New
RS
374
Rakuten Securities
Japan
$15.1K +$14K +180 New
LC
375
Lindbrook Capital
California
$13.8K +$2.42K +31 +23%
13 14
15
16 17

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.