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
ANBT
951
American National Bank & Trust
Texas
$90.7K
VNT
952
Vanguard National Trust
Pennsylvania
$89.3K
CSPIA
953
Cary Street Partners Investment Advisory
Virginia
$87.1K
VanEck Associates
954
VanEck Associates
New York
$84K
CWMS
955
CFG Wealth Management Services
Indiana
$82.9K
KAS
956
Kemnay Advisory Services
New York
$79.4K
SS
957
Sunbelt Securities
Texas
$78.7K
GCM
958
Gladstone Capital Management
United Kingdom
$70.3K
BWA
959
Basecamp Wealth Advisors
Washington
$69.4K
DWG
960
Darden Wealth Group
Michigan
$68.9K
PWPS
961
Pinnacle Wealth Planning Services
Ohio
$68.2K
MAM
962
Meeder Asset Management
Ohio
$63.2K
IAIM
963
International Assets Investment Management
Florida
$61.9K
CWA
964
Carolina Wealth Advisors
South Carolina
$61.8K
RF
965
Rossby Financial
Florida
$59.6K
PWMG
966
Prestige Wealth Management Group
New Jersey
$58.3K
WPA
967
Wealth Preservation Advisors
Tennessee
$58.3K
KA
968
Kozak & Associates
Colorado
$57.5K
SWP
969
Strategic Wealth Partners
Ohio
$55.5K
PFBT
970
Parkside Financial Bank & Trust
Missouri
$53.4K
VCM
971
Versant Capital Management
Arizona
$53.4K
TWD
972
True Wealth Design
Ohio
$46.4K
FP
973
Financial Perspectives
Minnesota
$46.4K
W
974
WealthCollab
Washington
$44.3K
SIC
975
SJS Investment Consulting
Ohio
$44.3K