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Lumentum

1,075 hedge funds and large institutions have $54B invested in Lumentum in 2026 Q1 according to their latest regulatory filings, with 425 funds opening new positions, 274 increasing their positions, 322 reducing their positions, and 86 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

4.82% less ownership

Funds ownership: 112.87%108.06% (-4.8%)

15% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 322

Holders
1,075
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
DWM
1051
Darwin Wealth Management
Florida
$2.81K
FIM
1052
FWL Investment Management
Texas
$2.81K
PIS
1053
POM Investment Strategies
North Carolina
$2.81K
CT
1054
Colonial Trust
South Carolina
$2.4K
PWMG
1055
Private Wealth Management Group
New Jersey
$2.11K
FPF
1056
First Pacific Financial
Washington
$2.11K
AGWCA
1057
Annis Gardner Whiting Capital Advisors
Florida
$2.11K
MA
1058
MCF Advisors
Kentucky
$2.11K
CSC
1059
Caldwell Sutter Capital
California
$2.11K
BGAI
1060
Bruce G. Allen Investments
Colorado
$2.11K
1CP
1061
1015 Capital Partners
Pennsylvania
$2.11K
Kayne Anderson Rudnick Investment Management
1062
Kayne Anderson Rudnick Investment Management
California
$1.41K
MG
1063
Mather Group
Illinois
$1.41K
AT
1064
Arlington Trust
Alabama
$1.41K
ACA
1065
American Capital Advisory
Idaho
$1.41K
GFA
1066
Godfrey Financial Associates
New York
$703
GPFA
1067
Game Plan Financial Advisors
Ohio
$703
CT
1068
Clearstead Trust
Maine
$703
WA
1069
WestEnd Advisors
North Carolina
$703
TFM
1070
TFC Financial Management
Massachusetts
$703
SA
1071
Seneschal Advisors
Washington
$703
KG
1072
Kilter Group
New York
$703
NWS
1073
Nvest Wealth Strategies
Ohio
$703
DCM
1074
Davis Capital Management
Florida
$703
BHWM
1075
Bay Harbor Wealth Management
Maryland
$702