LITE icon

Lumentum
LITE

Overview Fund Activity

480 hedge funds and large institutions have $7.96B invested in Lumentum in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 171 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+63
Holders Change %
+15.11%
% of All Funds
6.44%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.23%
New
110
Increased
171
Reduced
130
Closed
40
Calls
$299M
Puts
$186M
Net Calls
+$113M
Net Calls Change
+$168M

Top Buyers

1
PCH
Polar Capital Holdings
United Kingdom
$156M
2
HRCM
Hood River Capital Management
Florida
$210M
3
BlackRock
BlackRock
New York
$703M
4
DCM
Driehaus Capital Management
Illinois
$74.7M
5
Capital World Investors
Capital World Investors
California
$546M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$75.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$631M
3
PC
PointState Capital
New York
$241M
4
AllianceBernstein
AllianceBernstein
Tennessee
$98.8M
5
FGP
Freestone Grove Partners
California
$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
426
EverSource Wealth Advisors
Alabama
$3.42K +$2.57K +27 +300%
JWA
427
JFS Wealth Advisors
Pennsylvania
$3.33K -$475 -5 -13%
MFT
428
Moisand Fitzgerald Tamayo
Florida
$2.85K – – –
PS
429
Principal Securities
Iowa
$2.38K -$761 -8 -24%
NECFA
430
New England Capital Financial Advisors
Connecticut
$2.38K – – –
TFA
431
Toth Financial Advisory
Virginia
$2.38K +$2.38K +25 New
SAM
432
Smartleaf Asset Management
Massachusetts
$2.37K -$1.04K -11 -31%
CIAM
433
Caitong International Asset Management
Hong Kong
$2.28K -$665 -7 -23%
BFS
434
Bare Financial Services
Pennsylvania
$2.19K +$1.43K +15 +188%
RAM
435
Riggs Asset Management
Pennsylvania
$2.09K +$2.09K +22 New
DJSG
436
D.J. St. Germain
Massachusetts
$2.09K +$190 +2 +10%
VWWMG
437
Vermillion & White Wealth Management Group
Pennsylvania
$2.09K +$570 +6 +38%
LWANC
438
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$1.98K +189 +9,450%
WSFS
439
Wilmington Savings Fund Society
Delaware
$2K – – –
SRCM
440
Signature Resources Capital Management
California
$1.9K – – –
BAM
441
Bellevue Asset Management
Washington
$1.9K – – –
TC
442
Truvestments Capital
Florida
$1.81K – – –
AssetMark Inc
443
AssetMark Inc
California
$1.81K +$1.52K +16 +533%
CWM
444
Crowley Wealth Management
Delaware
$1.71K – – –
FFO
445
Fortitude Family Office
Arizona
$1.71K +$1.71K +18 New
S
446
Sachetta
Massachusetts
$1.52K – – –
PGAM
447
Princeton Global Asset Management
New Jersey
$1.52K – – –
Kayne Anderson Rudnick Investment Management
448
Kayne Anderson Rudnick Investment Management
California
$1.47K +$1.47K +15 New
PFBT
449
Parkside Financial Bank & Trust
Missouri
$1.43K -$190 -2 -12%
SC
450
SouthState Corp
Florida
$1.43K – – –
16 17
18
19 20