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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
SI
51
Sora Investors
Pennsylvania
$19M +$14.8M +192,741 +173%
Voloridge Investment Management
52
Voloridge Investment Management
Florida
$17.8M +$7.88M +102,436 +56%
SSA
53
Schonfeld Strategic Advisors
New York
$16.2M -$6.58M -85,451 -25%
EMFAT
54
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.1M +$16K +208 +0.1%
PCM
55
Penn Capital Management
Pennsylvania
$14.7M +$4.75M +61,794 +36%
UBS AM
56
UBS AM
Illinois
$14.3M +$998K +12,966 +6%
NGM
57
North Growth Management
British Columbia, Canada
$13.5M
AL
58
Arnhold LLC
New York
$13.5M +$3.59M +46,698 +28%
Franklin Resources
59
Franklin Resources
California
$13.4M -$22.2M -288,327 -57%
Fidelity International
60
Fidelity International
Bermuda
$12.2M +$5.54M +71,996 +58%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$11.8M -$5.85K -76 -0%
DGM
62
Delta Global Management
New York
$11.8M +$14.5M +188,503 New
Two Sigma Investments
63
Two Sigma Investments
New York
$11.6M -$34.2M -444,093 -71%
WP
64
Woodline Partners
California
$11.3M -$7.73M -100,423 -36%
JP Morgan Chase
65
JP Morgan Chase
New York
$11M +$429K +5,572 +3%
FC
66
Foursixthree Capital
New York
$10.7M +$13.3M +172,368 New
SCM
67
SG Capital Management
Illinois
$10.2M +$5.95M +77,319 +90%
PCH
68
Polar Capital Holdings
United Kingdom
$10.1M +$3.73M +48,500 +43%
Ameriprise
69
Ameriprise
Minnesota
$10M -$647K -8,402 -5%
Verition Fund Management
70
Verition Fund Management
Connecticut
$9.93M -$338K -4,387 -3%
Principal Financial Group
71
Principal Financial Group
Iowa
$9.92M +$128K +1,660 +1%
BFM
72
Boothbay Fund Management
New York
$9.12M -$1.75M -22,685 -13%
Swiss National Bank
73
Swiss National Bank
Switzerland
$8.3M -$139K -1,800 -1%
SC
74
Shellback Capital
Massachusetts
$7.66M -$22.3M -289,199 -70%
Man Group
75
Man Group
United Kingdom
$7.62M +$668K +8,687 +8%

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.