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Lumentum

483 hedge funds and large institutions have $7.97B invested in Lumentum in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 171 increasing their positions, 131 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

31% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 131

16% more funds holding

Funds holding: 417483 (+66)

5.34% more ownership

Funds ownership: 115.5%120.84% (+5.3%)

Holders
483
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$299M
Puts
$186M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
426
Private Trust Company
Ohio
$4.09K
FHA
427
First Horizon Advisors
Tennessee
$4.09K
HWM
428
Hemington Wealth Management
Virginia
$4K
FCG
429
Financial Connections Group
California
$4K
EWA
430
EverSource Wealth Advisors
Alabama
$3.42K
JWA
431
JFS Wealth Advisors
Pennsylvania
$3.33K
MFT
432
Moisand Fitzgerald Tamayo
Florida
$2.85K
PS
433
Principal Securities
Iowa
$2.38K
NECFA
434
New England Capital Financial Advisors
Connecticut
$2.38K
TFA
435
Toth Financial Advisory
Virginia
$2.38K
SAM
436
Smartleaf Asset Management
Massachusetts
$2.37K
CIAM
437
Caitong International Asset Management
Hong Kong
$2.28K
BFS
438
Bare Financial Services
Pennsylvania
$2.19K
RAM
439
Riggs Asset Management
Pennsylvania
$2.09K
DJSG
440
D.J. St. Germain
Massachusetts
$2.09K
VWWMG
441
Vermillion & White Wealth Management Group
Pennsylvania
$2.09K
WSFS
442
Wilmington Savings Fund Society
Delaware
$2K
SRCM
443
Signature Resources Capital Management
California
$1.9K
BAM
444
Bellevue Asset Management
Washington
$1.9K
TC
445
Truvestments Capital
Florida
$1.81K
AssetMark Inc
446
AssetMark Inc
California
$1.81K
CWM
447
Crowley Wealth Management
Delaware
$1.71K
FFO
448
Fortitude Family Office
Arizona
$1.71K
PGAM
449
Princeton Global Asset Management
New Jersey
$1.52K
S
450
Sachetta
Massachusetts
$1.52K