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Lumentum

416 hedge funds and large institutions have $4.98B invested in Lumentum in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 147 increasing their positions, 127 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-30
Holders Change %
-6.73%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
72
Increased
147
Reduced
127
Closed
95
Calls
$77.6M
Puts
$133M
Net Calls
-$55.1M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
376
D.J. St. Germain
Massachusetts
$1.25K -$125 -2 -9%
SRCM
377
Signature Resources Capital Management
California
$1.25K
BAM
378
Bellevue Asset Management
Washington
$1.25K +$1.25K +20 New
TC
379
Truvestments Capital
Florida
$1.18K
CWM
380
Crowley Wealth Management
Delaware
$1.12K
PFBT
381
Parkside Financial Bank & Trust
Missouri
$1.06K +$187 +3 +21%
Amundi
382
Amundi
France
$1.02K -$5.96M -111,401 -100%
S
383
Sachetta
Massachusetts
$998 -$1.87K -30 -65%
PGAM
384
Princeton Global Asset Management
New Jersey
$997
VWWMG
385
Vermillion & White Wealth Management Group
Pennsylvania
$997
SIC
386
Salem Investment Counselors
North Carolina
$936
SC
387
SouthState Corp
Florida
$936 +$936 +15 New
FHA
388
First Horizon Advisors
Tennessee
$873 +$873 +14 New
OP
389
ORG Partners
Indiana
$810
HWP
390
Highline Wealth Partners
California
$810 +$810 +13 New
CA
391
Clearstead Advisors
Ohio
$749
FNWA
392
Financial Network Wealth Advisors
Utah
$748 +$748 +12 New
HCM
393
Hollencrest Capital Management
California
$686 -$62 -1 -8%
PWMG
394
Private Wealth Management Group
New Jersey
$686
BIA
395
Bell Investment Advisors
California
$624 -$374 -6 -38%
CFD
396
Creative Financial Designs
Indiana
$623 +$312 +5 +100%
EWA
397
EverSource Wealth Advisors
Alabama
$561 -$62 -1 -10%
DPW
398
DiNuzzo Private Wealth
Pennsylvania
$499 -$125 -2 -20%
SIC
399
SJS Investment Consulting
Ohio
$499
BFS
400
Bare Financial Services
Pennsylvania
$499 +$499 +8 New