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Lumentum

481 hedge funds and large institutions have $7.97B invested in Lumentum in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 170 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: $ → $

30% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 131

16% more funds holding

Funds holding: 416481 (+65)

5.33% more ownership

Funds ownership: 115.5%120.83% (+5.3%)

Holders
481
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
HWM
426
Hemington Wealth Management
Virginia
$4K
FCG
427
Financial Connections Group
California
$4K
EWA
428
EverSource Wealth Advisors
Alabama
$3.42K
JWA
429
JFS Wealth Advisors
Pennsylvania
$3.33K
MFT
430
Moisand Fitzgerald Tamayo
Florida
$2.85K
PS
431
Principal Securities
Iowa
$2.38K
NECFA
432
New England Capital Financial Advisors
Connecticut
$2.38K
TFA
433
Toth Financial Advisory
Virginia
$2.38K
SAM
434
Smartleaf Asset Management
Massachusetts
$2.37K
CIAM
435
Caitong International Asset Management
Hong Kong
$2.28K
BFS
436
Bare Financial Services
Pennsylvania
$2.19K
RAM
437
Riggs Asset Management
Pennsylvania
$2.09K
DJSG
438
D.J. St. Germain
Massachusetts
$2.09K
VWWMG
439
Vermillion & White Wealth Management Group
Pennsylvania
$2.09K
WSFS
440
Wilmington Savings Fund Society
Delaware
$2K
SRCM
441
Signature Resources Capital Management
California
$1.9K
BAM
442
Bellevue Asset Management
Washington
$1.9K
TC
443
Truvestments Capital
Florida
$1.81K
AssetMark Inc
444
AssetMark Inc
California
$1.81K
CWM
445
Crowley Wealth Management
Delaware
$1.71K
FFO
446
Fortitude Family Office
Arizona
$1.71K
PGAM
447
Princeton Global Asset Management
New Jersey
$1.52K
S
448
Sachetta
Massachusetts
$1.52K
Kayne Anderson Rudnick Investment Management
449
Kayne Anderson Rudnick Investment Management
California
$1.47K
PFBT
450
Parkside Financial Bank & Trust
Missouri
$1.43K