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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
OFG
926
OmniStar Financial Group
North Carolina
$202K
MWM
927
Modern Wealth Management
Kansas
$200K
FDW
928
Fourth Dimension Wealth
Ohio
$198K
UFF
929
USA Financial Formulas
Michigan
$188K
TPWA
930
Twin Peaks Wealth Advisors
California
$176K
GJIA
931
Glass Jacobson Investment Advisors
Maryland
$170K
MPWT
932
MassMutual Private Wealth & Trust
Connecticut
$167K
CMA
933
Cedar Mountain Advisors
Oregon
$161K
BCV
934
Banque Cantonale Vaudoise
Switzerland
$157K
RFP
935
Root Financial Partners
California
$155K
A
936
Allianz
Germany
$154K
EP
937
Essential Partners
California
$150K
CLOS
938
Compagnie Lombard Odier SCmA
Switzerland
$150K
OL
939
OneFund LLC
Florida
$149K
C
940
Covestor
United Kingdom
$148K
HWM
941
HighMark Wealth Management
Minnesota
$141K
OAM
942
Ostrum Asset Management
France
$135K
NWMP
943
Noble Wealth Management PBC
Colorado
$128K
ACM
944
Accent Capital Management
Ohio
$126K
QL
945
Quarry LP
New York
$122K
CAL
946
Capital Advisors Ltd
Ohio
$119K
RAM
947
Ramirez Asset Management
New York
$105K
SGK
948
Steigerwald Gordon & Koch
Virginia
$105K
HNB
949
Huntington National Bank
Ohio
$97.7K
TSMHT
950
Thurston Springer Miller Herd & Titak
Indiana
$97.7K