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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
CA
426
Clearstead Advisors
Ohio
$1.01K – – –
HCM
427
Hollencrest Capital Management
California
$1.01K – – –
PWMG
428
Private Wealth Management Group
New Jersey
$924 – – –
DPW
429
DiNuzzo Private Wealth
Pennsylvania
$840 – – –
EWA
430
EverSource Wealth Advisors
Alabama
$840 +$779 +10 New
SIC
431
SJS Investment Consulting
Ohio
$672 -$156 -2 -20%
IRC
432
Investors Research Corp
Georgia
$672 – – –
CJ
433
Caitlin John
Michigan
$588 – – –
CFD
434
Creative Financial Designs
Indiana
$420 – – –
HIA
435
Harbor Investment Advisory
Maryland
$420 – – –
AssetMark Inc
436
AssetMark Inc
California
$336 +$312 +4 New
BIG
437
Brooklyn Investment Group
New York
$336 +$312 +4 New
DWM
438
Darwin Wealth Management
Florida
$335 – – –
CSC
439
Caldwell Sutter Capital
California
$252 – – –
AFM
440
Aspetuck Financial Management
Connecticut
$252 +$234 +3 New
PFG
441
Putney Financial Group
California
$252 +$234 +3 New
BWL
442
Bogart Wealth LLC
Virginia
$168 -$156 -2 -50%
GPFA
443
Game Plan Financial Advisors
Ohio
$84 – – –
GJIA
444
Glass Jacobson Investment Advisors
Maryland
$84 – – –
GGI
445
Godsey & Gibb Inc
Virginia
$84 – – –
MCM
446
MidAtlantic Capital Management
Virginia
$84 – – –
NWWA
447
New Wave Wealth Advisors
Arkansas
$84 +$78 +1 New
PWM
448
Parkworth Wealth Management
California
$84 +$78 +1 New
WAG
449
Wiser Advisor Group
Arizona
$84 +$78 +1 New
Alyeska Investment Group
450
Alyeska Investment Group
Illinois
– -$18M -284,476 Closed
16 17
18
19 20

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.