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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
GSWM
851
Golden State Wealth Management
California
$261K
HSA
852
HBK Sorce Advisory
Pennsylvania
$257K
WA
853
WealthTrust Axiom
Pennsylvania
$257K
KWA
854
Kingswood Wealth Advisors
California
$257K
Koshinski Asset Management
855
Koshinski Asset Management
Illinois
$255K
CRI
856
Colonial River Investments
Virginia
$254K
FFP
857
FourThought Financial Partners
Florida
$253K
IA
858
IFG Advisors
Missouri
$249K
ACA
859
Aptus Capital Advisors
Alabama
$249K
AWM
860
Apollon Wealth Management
South Carolina
$248K
CC
861
Centiva Capital
New York
$247K
PCIA
862
Prime Capital Investment Advisors
Kansas
$246K
HCMG
863
Howard Capital Management Group
California
$246K
GC
864
GFG Capital
Florida
$246K
DAS
865
Dynamic Advisor Solutions
Arizona
$245K
WETS
866
Wealth Enhancement Trust Services
South Dakota
$242K
LAS
867
Lloyd Advisory Services
Georgia
$242K
KFG
868
Kingdom Financial Group
Arizona
$242K
ACP
869
Arcus Capital Partners
Georgia
$241K
PWM
870
Power Wealth Management
Georgia
$240K
Empower Advisory Group
871
Empower Advisory Group
Colorado
$239K
LFA
872
Legacy Financial Advisors
Kentucky
$238K
LCGC
873
Legacy Capital Group California
California
$238K
SAM
874
Smartleaf Asset Management
Massachusetts
$237K
FT
875
Fiduciary Trust
Massachusetts
$236K