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Lumentum

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: 449420 (-29)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
476
Maryland State Retirement & Pension System
Maryland
-$318K -3,786 Closed
BCA
477
Bay Colony Advisors
Massachusetts
-$317K -3,774 Closed
BBA
478
Baader Bank Aktiengesellschaft
Germany
-$301K -3,596 Closed
WMA
479
West Michigan Advisors
Michigan
-$288K -3,435 Closed
Wolverine Trading
480
Wolverine Trading
Illinois
-$264K -3,433 Closed
NRD
481
Nebula Research & Development
New York
-$288K -3,432 Closed
PAM
482
Pinpoint Asset Management
Hong Kong
-$287K -3,418 Closed
ProShare Advisors
483
ProShare Advisors
Maryland
-$270K -3,214 Closed
CC
484
Corton Capital
Ontario, Canada
-$266K -3,166 Closed
William Blair & Company
485
William Blair & Company
Illinois
-$263K -3,131 Closed
Corient Private Wealth
486
Corient Private Wealth
Florida
-$261K -3,110 Closed
MML Investors Services
487
MML Investors Services
Massachusetts
-$235K -2,795 Closed
SPA
488
Sherbrooke Park Advisers
New York
-$227K -2,705 Closed
PCM
489
Princeton Capital Management
New Jersey
-$217K -2,585 Closed
SCM
490
Shelton Capital Management
Colorado
-$215K -2,558 Closed
CC
491
Centiva Capital
New York
-$214K -2,551 Closed
PM
492
Parametrica Management
Hong Kong
-$207K -2,469 Closed
NWAG
493
Net Worth Advisory Group
Utah
-$207K -2,462 Closed
Walleye Trading
494
Walleye Trading
New York
-$185K -2,409 Closed
CA
495
CWC Advisors
Oregon
-$201K -2,392 Closed
RS
496
R Squared
Hong Kong
-$86.5K -1,030 Closed
BC
497
Bayforest Capital
United Kingdom
-$59.6K -710 Closed
BL
498
Bleichroeder LP
New York
-$55.4K -660 Closed
AWM
499
Avior Wealth Management
Nebraska
-$52.5K -625 Closed
TC
500
Torno Capital
Massachusetts
-$38.5K -500 Closed

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.