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Lumentum

420 hedge funds and large institutions have $5.04B invested in Lumentum in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 149 increasing their positions, 128 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 128

8.78% more ownership

Funds ownership: 108.01%116.79% (+8.8%)

6% less funds holding

Funds holding: 449420 (-29)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

19% less capital invested

Capital invested by funds: $6.23B → $5.04B (-$1.19B)

25% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 95

42% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $133M

Holders
420
Holders Change
-29
Holders Change %
-6.46%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
71
Increased
149
Reduced
128
Closed
95
Calls
$77.6M
Puts
$133M
Net Calls
-$55.1M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Peregrine Capital Management
Minnesota
$7.26M +$63.5K +825 +0.7%
SAM
77
Silvercrest Asset Management
New York
$7.25M -$8.8M -114,414 -50%
SEI Investments
78
SEI Investments
Pennsylvania
$7.07M +$1.62M +21,054 +23%
Luther King Capital Management (LKCM)
79
Luther King Capital Management (LKCM)
Texas
$7M +$950K +12,344 +12%
AI
80
Atom Investors
Texas
$6.99M +$2.62M +34,037 +44%
Legal & General Group
81
Legal & General Group
United Kingdom
$6.93M +$198K +2,568 +2%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$6.84M +$7.75M +100,662 +1,116%
FSCM
83
Front Street Capital Management
Montana
$6.82M -$549K -7,135 -6%
PCM
84
Polymer Capital Management
New York
$6.61M +$1.85M +24,100 +29%
ECM
85
ExodusPoint Capital Management
New York
$6.32M +$976K +12,681 +14%
PMAM
86
Picton Mahoney Asset Management
Ontario, Canada
$6.25M +$7.71M +100,164 New
CM
87
Castleark Management
Illinois
$5.99M +$167K +2,170 +2%
HVCM
88
Hel Ved Capital Management
Hong Kong
$5.97M -$10.1M -130,950 -58%
JG
89
Jain Global
New York
$5.91M +$2.51M +32,625 +53%
PIM
90
Peregrine Investment Management
Ontario, Canada
$5.56M +$214K +2,780 +3%
Goldman Sachs
91
Goldman Sachs
New York
$5.49M +$3.69M +47,939 +119%
PP
92
Paloma Partners
Connecticut
$5.3M +$6.54M +85,000 New
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$5.25M -$7M -90,989 -52%
TIM
94
Thompson Investment Management
Wisconsin
$5.22M -$206K -2,678 -3%
MCM
95
Maytus Capital Management
New York
$5.21M +$4.12M +53,512 +178%
PHK
96
Point72 Hong Kong
Hong Kong
$5.07M -$17.9M -232,942 -74%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$4.94M +$2.25M +29,259 +58%
California Public Employees Retirement System
98
California Public Employees Retirement System
California
$4.86M -$1.96M -25,432 -25%
First Trust Advisors
99
First Trust Advisors
Illinois
$4.81M -$754K -9,802 -11%
CF
100
Corebridge Financial
Texas
$4.76M -$100K -1,304 -2%

LITE Hedge Fund Activity: Q1 2025 in Review

420 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q1 2025, worth a combined $5.04B — down 19% from $6.23B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of LITE and 71 opened new positions — a net loss of 24 holders — while 128 trimmed existing stakes and 149 added.

The largest buyer was PointState Capital, opening a new position worth an estimated $264M. The largest seller was Invesco, cutting an estimated $220M.

  • 420 institutional investors held Lumentum (LITE) as of Q1 2025, down from 449 in Q4 2024.
  • Funds reported $5.04B of Lumentum stock for Q1 2025, down 19% quarter-over-quarter.
  • 71 funds opened new Lumentum positions in Q1 2025 and 95 closed out, a net change of -24 holders.
  • The largest Lumentum buyer in Q1 2025 was PointState Capital, an estimated $264M added.
  • The largest Lumentum seller in Q1 2025 was Invesco, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2025.