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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
AF
1001
Advisornet Financial
Minnesota
$22.5K
MFT
1002
Moisand Fitzgerald Tamayo
Florida
$21.1K
LB
1003
Legacy Bridge
Iowa
$21.1K
FHC
1004
First Horizon Corporation
Tennessee
$19K
TPCW
1005
TD Private Client Wealth
New York
$19K
VR
1006
Vision Retirement
New Jersey
$19K
EWM
1007
Evolution Wealth Management
Florida
$18.5K
NECFA
1008
New England Capital Financial Advisors
Connecticut
$17.6K
WSFG
1009
Wall Street Financial Group
Illinois
$17.6K
BIA
1010
Bell Investment Advisors
California
$16.9K
FC
1011
Financial Consulate
Maryland
$16.9K
TFA
1012
Toth Financial Advisory
Virginia
$15.5K
DJSG
1013
D.J. St. Germain
Massachusetts
$15.5K
AW
1014
Avion Wealth
Texas
$15K
CPG
1015
Cornerstone Planning Group
New Jersey
$14.9K
SHIM
1016
Stone House Investment Management
Pennsylvania
$14.8K
SC
1017
SouthState Corp
Florida
$14.8K
MCM
1018
Manchester Capital Management
Vermont
$14.1K
SRCM
1019
Signature Resources Capital Management
California
$14.1K
EI
1020
EFG International
$14.1K
PWA
1021
Physician Wealth Advisors
Utah
$13.4K
B
1022
Bayban
Minnesota
$12.7K
HNW
1023
High Note Wealth
Minnesota
$12.7K
TFA
1024
Transamerica Financial Advisors
Florida
$11.9K
QWM
1025
Quaker Wealth Management
New Jersey
$11.2K