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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
EFA
901
Englebert Financial Advisers
Pennsylvania
$218K
ABC
902
Associated Banc-Corp
Wisconsin
$214K
PHAM
903
Palisades Hudson Asset Management
Florida
$214K
SAI
904
Savvy Advisors Inc
New York
$214K
WWC
905
Waypoint Wealth Counsel
Georgia
$213K
TCM
906
Triumph Capital Management
Colorado
$212K
CFG
907
Cooper Financial Group
California
$212K
CFB
908
Cullen/Frost Bankers
Texas
$211K
PGF
909
Plan Group Financial
Oklahoma
$211K
KWM
910
Kingsview Wealth Management
Oregon
$211K
CSP
911
Cary Street Partners
Virginia
$211K
MGWM
912
Marks Group Wealth Management
Minnesota
$211K
GCS
913
Gordian Capital (Singapore)
Singapore
$211K
ACM
914
Arlington Capital Management
Illinois
$209K
Los Angeles Capital Management
915
Los Angeles Capital Management
California
$209K
FCP
916
Fidelis Capital Partners
Florida
$205K
CAAS
917
Capital Asset Advisory Services
Michigan
$204K
HAG
918
HighPoint Advisor Group
Illinois
$204K
HI
919
Harbour Investments
Wisconsin
$203K
OFG
920
OmniStar Financial Group
North Carolina
$202K
MWM
921
Modern Wealth Management
Kansas
$200K
FDW
922
Fourth Dimension Wealth
Ohio
$198K
UFF
923
USA Financial Formulas
Michigan
$188K
TPWA
924
Twin Peaks Wealth Advisors
California
$176K
GJIA
925
Glass Jacobson Investment Advisors
Maryland
$170K