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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
Kayne Anderson Rudnick Investment Management
451
Kayne Anderson Rudnick Investment Management
California
$1.47K
PFBT
452
Parkside Financial Bank & Trust
Missouri
$1.43K
SIC
453
Salem Investment Counselors
North Carolina
$1.43K
SC
454
SouthState Corp
Florida
$1.43K
HWP
455
Highline Wealth Partners
California
$1.24K
OP
456
ORG Partners
Indiana
$1.24K
FNWA
457
Financial Network Wealth Advisors
Utah
$1.14K
CH
458
Cromwell Holdings
Wyoming
$1.14K
HCM
459
Hollencrest Capital Management
California
$1.05K
PWMG
460
Private Wealth Management Group
New Jersey
$1.05K
AAS
461
Ameritas Advisory Services
Nebraska
$1.05K
AW
462
Avion Wealth
Texas
$1K
HFS
463
Hughes Financial Services
Virginia
$990
BIA
464
Bell Investment Advisors
California
$951
DPW
465
DiNuzzo Private Wealth
Pennsylvania
$761
HNB
466
Huntington National Bank
Ohio
$760
RWM
467
Rialto Wealth Management
New York
$666
CTB
468
Country Trust Bank
Illinois
$665
BSB
469
Bangor Savings Bank
Maine
$665
LC
470
Luminist Capital
Michigan
$549
SIC
471
SJS Investment Consulting
Ohio
$476
CFD
472
Creative Financial Designs
Indiana
$475
HIA
473
Harbor Investment Advisory
Maryland
$475
DF
474
DecisionPoint Financial
Arizona
$458
DWM
475
Darwin Wealth Management
Florida
$380