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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
GKIM
976
GW&K Investment Management
Massachusetts
$44K
WAG
977
Wiser Advisor Group
Arizona
$42.9K
OCWP
978
Owl Creek Wealth Partners
Colorado
$42.2K
BWL
979
Bogart Wealth LLC
Virginia
$40.8K
HNB
980
Hilltop National Bank
Wyoming
$39.4K
SL
981
Salomon & Ludwin
Virginia
$38.9K
SWM
982
SHP Wealth Management
Massachusetts
$36.4K
FMII
983
Farmers & Merchants Investments Inc
Nebraska
$35.1K
SVCP
984
Silicon Valley Capital Partners
California
$35.1K
FCG
985
Financial Connections Group
California
$35K
DWM
986
Dogwood Wealth Management
Kansas
$33.7K
BBPWM
987
Blue Bell Private Wealth Management
Pennsylvania
$32.3K
HPC
988
HM Payson & Co
Maine
$31.6K
GBT
989
Grove Bank & Trust
Florida
$31.6K
CA
990
Crewe Advisors
Utah
$30.9K
CCM
991
Chilton Capital Management
Texas
$30.2K
AWM
992
Activest Wealth Management
Florida
$28.8K
SEP
993
Signature Equity Partners
Ohio
$28.1K
JWA
994
JFS Wealth Advisors
Pennsylvania
$26K
FFO
995
Fortitude Family Office
Arizona
$26K
MIM
996
Marshall Investment Management
Colorado
$24.6K
KFAS
997
Keating Financial Advisory Services
Kansas
$24.6K
S
998
Sachetta
Massachusetts
$24.6K
HHCP
999
Hilton Head Capital Partners
South Carolina
$24.6K
BFS
1000
Bare Financial Services
Pennsylvania
$23.9K