We are live on ! Find out more
LITE icon

Lumentum

1,081 hedge funds and large institutions have $54.1B invested in Lumentum in 2026 Q1 according to their latest regulatory filings, with 427 funds opening new positions, 275 increasing their positions, 325 reducing their positions, and 85 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

4.76% less ownership

Funds ownership: 112.87%108.11% (-4.8%)

15% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 325

Holders
1,081
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
WA
826
Win Advisors
Florida
$294K
DWT
827
Dorsey & Whitney Trust
South Dakota
$294K
EWA
828
EverSource Wealth Advisors
Alabama
$292K
KA
829
Kovack Advisors
Florida
$288K
FF
830
Farrell Financial
New York
$285K
DWP
831
Daymark Wealth Partners
Ohio
$285K
DWM
832
Drive Wealth Management
Utah
$284K
PCA
833
Pallas Capital Advisors
Massachusetts
$283K
C
834
Certuity
Florida
$283K
GCIA
835
Gabelli & Co Investment Advisers
New York
$281K
ISWM
836
Independent Solutions Wealth Management
New York
$281K
SSCA
837
South Shore Capital Advisors
Massachusetts
$281K
VWM
838
Vigilare Wealth Management
Arizona
$280K
PP
839
PDS Planning
Ohio
$278K
TCPG
840
Trivant Custom Portfolio Group
California
$278K
CA
841
Clearstead Advisors
Ohio
$277K
SA
842
Sovran Advisors
California
$274K
PE
843
PCM Encore
Colorado
$272K
EWM
844
Empirical Wealth Management
Washington
$271K
EPW
845
Evolve Private Wealth
California
$269K
TCM
846
TABR Capital Management
California
$269K
Axa
847
Axa
France
$268K
PCMN
848
Paradigm Capital Management (Nevada)
Nevada
$268K
AT
849
American Trust
Kentucky
$266K
SCM
850
Shelton Capital Management
Colorado
$266K