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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
CAL
401
Capital Advisors Ltd
Ohio
$16K -$2.34K -33 -16%
C
402
Covestor
United Kingdom
$14K -$1.92K -27 -15%
CTC
403
Central Trust Company
Missouri
$13.3K
AF
404
Advisornet Financial
Minnesota
$11.6K +$8.66K +122 New
FDW
405
Fourth Dimension Wealth
Ohio
$11.4K -$6.88K -97 -45%
Optiver Holding
406
Optiver Holding
Netherlands
$11.4K -$852 -12 -9%
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$11.3K +$213 +3 +3%
VCM
408
Versant Capital Management
Arizona
$10.6K +$7.95K +112 New
CAM
409
Costello Asset Management
Pennsylvania
$9.51K
PWMG
410
Prestige Wealth Management Group
New Jersey
$8.08K
TCM
411
Traub Capital Management
Massachusetts
$7.61K +$5.68K +80 New
FP
412
Financial Perspectives
Minnesota
$6.27K
HI
413
Harbour Investments
Wisconsin
$6.18K -$7.1K -100 -61%
RS
414
Rakuten Securities
Japan
$5.99K -$29.3K -413 -87%
W
415
WealthCollab
Washington
$5.99K
CA
416
Clearstead Advisors
Ohio
$5.7K +$3.41K +48 +400%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$5.51K +$426 +6 +12%
BI
418
Binnacle Investments
Iowa
$5.51K +$1.77K +25 +76%
Nisa Investment Advisors
419
Nisa Investment Advisors
Missouri
$5.42K -$4.33K -61 -52%
NC
420
NewSquare Capital
Pennsylvania
$5.32K +$1.99K +28 +100%
WTA
421
Washington Trust Advisors
Massachusetts
$5.04K
SVCP
422
Silicon Valley Capital Partners
California
$4.75K
WA
423
WPG Advisers
Maryland
$4.66K +$568 +8 +20%
GBT
424
Grove Bank & Trust
Florida
$4.28K
PTC
425
Private Trust Company
Ohio
$4.09K -$4.68K -66 -61%

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.