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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
PFBT
451
Parkside Financial Bank & Trust
Missouri
$1.43K -$142 -2 -12%
SIC
452
Salem Investment Counselors
North Carolina
$1.43K
SC
453
SouthState Corp
Florida
$1.43K
HWP
454
Highline Wealth Partners
California
$1.24K
OP
455
ORG Partners
Indiana
$1.24K
FNWA
456
Financial Network Wealth Advisors
Utah
$1.14K
CH
457
Cromwell Holdings
Wyoming
$1.14K +$852 +12 New
HCM
458
Hollencrest Capital Management
California
$1.05K
PWMG
459
Private Wealth Management Group
New Jersey
$1.05K
AAS
460
Ameritas Advisory Services
Nebraska
$1.05K +$781 +11 New
AW
461
Avion Wealth
Texas
$1K +$1.14K +16 New
HFS
462
Hughes Financial Services
Virginia
$990 +$639 +9 New
BIA
463
Bell Investment Advisors
California
$951
DPW
464
DiNuzzo Private Wealth
Pennsylvania
$761
HNB
465
Huntington National Bank
Ohio
$760 -$2.91K -41 -84%
RWM
466
Rialto Wealth Management
New York
$666 -$71 -1 -13%
BSB
467
Bangor Savings Bank
Maine
$665 +$497 +7 New
CTB
468
Country Trust Bank
Illinois
$665 +$497 +7 New
LC
469
Luminist Capital
Michigan
$549 +$426 +6 New
SIC
470
SJS Investment Consulting
Ohio
$476 -$213 -3 -38%
CFD
471
Creative Financial Designs
Indiana
$475 -$355 -5 -50%
HIA
472
Harbor Investment Advisory
Maryland
$475
DF
473
DecisionPoint Financial
Arizona
$458 +$355 +5 New
DWM
474
Darwin Wealth Management
Florida
$380
CSC
475
Caldwell Sutter Capital
California
$285

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.