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Lumentum
LITE

420 hedge funds and large institutions have $5.04B invested in Lumentum in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 128 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 128

8.78% more ownership

Funds ownership: 108.01% → 116.79% (+8.8%)

6% less funds holding

Funds holding: 449 → 420 (-29)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

19% less capital invested

Capital invested by funds: $6.23B → $5.04B (-$1.19B)

25% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 95

42% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $133M

Holders
420
Holders Change
-29
Holders Change %
-6.46%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
71
Increased
149
Reduced
128
Closed
95
Calls
$77.6M
Puts
$133M
Net Calls
-$55.1M
Net Calls Change
-$5.23M

Top Buyers

Rank Fund Capital Flow
1
PC
PointState Capital
New York
+$264M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
3
Capital World Investors
Capital World Investors
California
+$107M
4
Bank of America
Bank of America
North Carolina
+$91.7M
5
ACM
Analog Century Management
New York
+$74.5M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$220M
2
N
Nuveen
North Carolina
-$61.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$59.9M
4
Two Sigma Investments
Two Sigma Investments
New York
-$34.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
451
Eventide Asset Management
Massachusetts
– -$1.16M -13,845 Closed
GGHC
452
Gilder Gagnon Howe & Co
New York
– -$1.13M -13,518 Closed
QCM
453
Qsemble Capital Management
New York
– -$1.11M -13,232 Closed
PAWC
454
P.A.W. Capital
Connecticut
– -$1.01M -12,000 Closed
KCM
455
Kennedy Capital Management
Missouri
– -$987K -11,761 Closed
FHB
456
First Hawaiian Bank
Hawaii
– -$969K -11,543 Closed
AP
457
Advisors Preferred
Maryland
– -$865K -10,105 Closed
FF
458
Friedenthal Financial
New Jersey
– -$773K -9,213 Closed
PAS
459
Point72 Asia (Singapore)
Singapore
– -$728K -8,669 Closed
DTL
460
Dynamic Technology Lab
Singapore
– -$615K -7,331 Closed
FRM
461
Fox Run Management
Connecticut
– -$611K -7,281 Closed
Truist Financial
462
Truist Financial
North Carolina
– -$546K -6,498 Closed
PCP
463
Proficio Capital Partners
Massachusetts
– -$531K -6,331 Closed
GAA
464
Green Alpha Advisors
Colorado
– -$516K -6,147 Closed
BPC
465
Bryce Point Capital
New York
– -$502K -5,975 Closed
CAM
466
Cresset Asset Management
Illinois
– -$490K -5,842 Closed
DFCM
467
Dark Forest Capital Management
Puerto Rico
– -$469K -5,582 Closed
ADIM
468
Alpha DNA Investment Management
Maryland
– -$426K -5,074 Closed
II
469
Inspire Investing
Idaho
– -$403K -4,800 Closed
FCBT
470
First Citizens Bank & Trust
North Carolina
– -$390K -4,647 Closed
Envestnet Portfolio Solutions
471
Envestnet Portfolio Solutions
Illinois
– -$368K -4,383 Closed
MC
472
MIG Capital
California
– -$337K -4,010 Closed
VI
473
Versor Investments
New York
– -$336K -4,007 Closed
MCP
474
Militia Capital Partners
Nevada
– -$336K -4,000 Closed
MYIA
475
Mount Yale Investment Advisors
Colorado
– -$319K -3,803 Closed
17 18
19
20 21

LITE Hedge Fund Activity: Q1 2025 in Review

420 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q1 2025, worth a combined $5.04B — down 19% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of LITE and 71 opened new positions — a net loss of 24 holders — while 128 trimmed existing stakes and 149 added.

The largest buyer was PointState Capital, opening a new position worth an estimated $264M. The largest seller was Invesco, cutting an estimated $220M.

  • 420 institutional investors held Lumentum (LITE) as of Q1 2025, down from 449 in Q4 2024.
  • Funds reported $5.04B of Lumentum stock for Q1 2025, down 19% quarter-over-quarter.
  • 71 funds opened new Lumentum positions in Q1 2025 and 95 closed out, a net change of -24 holders.
  • The largest Lumentum buyer in Q1 2025 was PointState Capital, an estimated $264M added.
  • The largest Lumentum seller in Q1 2025 was Invesco, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2025.