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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
FHA
426
First Horizon Advisors
Tennessee
$4.09K +$2.06K +29 +207%
HWM
427
Hemington Wealth Management
Virginia
$4K -$71 -1 -2%
FCG
428
Financial Connections Group
California
$4K
EWA
429
EverSource Wealth Advisors
Alabama
$3.42K +$1.92K +27 +300%
JWA
430
JFS Wealth Advisors
Pennsylvania
$3.33K -$355 -5 -13%
MFT
431
Moisand Fitzgerald Tamayo
Florida
$2.85K
PS
432
Principal Securities
Iowa
$2.38K -$568 -8 -24%
NECFA
433
New England Capital Financial Advisors
Connecticut
$2.38K
TFA
434
Toth Financial Advisory
Virginia
$2.38K +$1.77K +25 New
SAM
435
Smartleaf Asset Management
Massachusetts
$2.37K -$781 -11 -31%
CIAM
436
Caitong International Asset Management
Hong Kong
$2.28K -$497 -7 -23%
BFS
437
Bare Financial Services
Pennsylvania
$2.19K +$1.06K +15 +188%
RAM
438
Riggs Asset Management
Pennsylvania
$2.09K +$1.56K +22 New
DJSG
439
D.J. St. Germain
Massachusetts
$2.09K +$142 +2 +10%
VWWMG
440
Vermillion & White Wealth Management Group
Pennsylvania
$2.09K +$426 +6 +38%
WSFS
441
Wilmington Savings Fund Society
Delaware
$2K
BAM
442
Bellevue Asset Management
Washington
$1.9K
SRCM
443
Signature Resources Capital Management
California
$1.9K
TC
444
Truvestments Capital
Florida
$1.81K
AssetMark Inc
445
AssetMark Inc
California
$1.81K +$1.14K +16 +533%
CWM
446
Crowley Wealth Management
Delaware
$1.71K
FFO
447
Fortitude Family Office
Arizona
$1.71K +$1.28K +18 New
PGAM
448
Princeton Global Asset Management
New Jersey
$1.52K
S
449
Sachetta
Massachusetts
$1.52K
Kayne Anderson Rudnick Investment Management
450
Kayne Anderson Rudnick Investment Management
California
$1.47K +$1.06K +15 New

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.