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Lumentum

1,075 hedge funds and large institutions have $54B invested in Lumentum in 2026 Q1 according to their latest regulatory filings, with 425 funds opening new positions, 274 increasing their positions, 322 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

26% more call options, than puts

Call options by funds: $7.76B | Put options by funds: $6.14B

4.82% less ownership

Funds ownership: 112.87%108.06% (-4.8%)

15% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 322

Holders
1,075
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.76B
Puts
$6.14B
Net Calls
Net Calls Change

Top Buyers

1 +$536M
2 +$500M
3 +$484M
4
MG
Marex Group
+$471M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$445M

Top Sellers

1 -$1.27B
2 -$1.18B
3 -$797M
4
Invesco
Invesco
Georgia
-$617M
5
SA
Situational Awareness
California
-$479M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
826
Daymark Wealth Partners
Ohio
$285K
DWM
827
Drive Wealth Management
Utah
$284K
PCA
828
Pallas Capital Advisors
Massachusetts
$283K
C
829
Certuity
Florida
$283K
ISWM
830
Independent Solutions Wealth Management
New York
$281K
SSCA
831
South Shore Capital Advisors
Massachusetts
$281K
GCIA
832
Gabelli & Co Investment Advisers
New York
$281K
VWM
833
Vigilare Wealth Management
Arizona
$280K
TCPG
834
Trivant Custom Portfolio Group
California
$278K
PP
835
PDS Planning
Ohio
$278K
CA
836
Clearstead Advisors
Ohio
$277K
SA
837
Sovran Advisors
California
$274K
PE
838
PCM Encore
Colorado
$272K
EWM
839
Empirical Wealth Management
Washington
$271K
TCM
840
TABR Capital Management
California
$269K
EPW
841
Evolve Private Wealth
California
$269K
Axa
842
Axa
France
$268K
PCMN
843
Paradigm Capital Management (Nevada)
Nevada
$268K
AT
844
American Trust
Kentucky
$266K
SCM
845
Shelton Capital Management
Colorado
$266K
RFC
846
Regions Financial Corp
Alabama
$264K
FMP
847
Financial Management Professionals
Texas
$264K
LAM
848
L2 Asset Management
Massachusetts
$263K
BAAM
849
Baker Avenue Asset Management
California
$262K
FMI
850
Frec Markets Inc
California
$262K