Lumentum
LITE
1,311 hedge funds and large institutions have $70.3B invested in Lumentum in 2026 Q2 according to their latest regulatory filings, with 374 funds opening new positions, 522 increasing their positions, 325 reducing their positions, and 134 closing their positions.
179% more first-time investments, than exits
New positions opened: 374 | Existing positions closed: 134
61% more repeat investments, than reductions
Existing positions increased: 522 | Existing positions reduced: 325
30% more capital invested
Capital invested by funds: $54.1B → $70.3B (+$16.3B)
21% more funds holding
Funds holding: 1,087 → 1,311 (+224)
12% more call options, than puts
Call options by funds: $11.2B | Put options by funds: $10B
2.64% less ownership
Funds ownership: 108.15% → 105.5% (-2.6%)
51% less funds holding in top 10
Funds holding in top 10: 85 → 42 (-43)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.78B |
| 2 |
BlackRock
New York
|
+$1.2B |
| 3 |
JP Morgan Chase
New York
|
+$998M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$861M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$624M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.27B |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$951M |
| 3 |
WAM
WT Asset Management
Hong Kong
|
-$717M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$603M |
| 5 |
Jane Street
New York
|
-$592M |
LITE Hedge Fund Activity: Q2 2026 in Review
1,311 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q2 2026, worth a combined $70.3B — up 30% from $54.1B a quarter earlier.
Buyers outnumbered sellers: 374 funds opened new LITE positions and 134 closed out — a net gain of 240 holders — while 522 added to existing stakes and 325 trimmed.
The largest buyer was Invesco, adding an estimated $1.78B. The largest seller was Fidelity Investments, cutting an estimated $3.27B.
- 1,311 institutional investors held Lumentum (LITE) as of Q2 2026, up from 1,087 in Q1 2026.
- Funds reported $70.3B of Lumentum stock for Q2 2026, up 30% quarter-over-quarter.
- 374 funds opened new Lumentum positions in Q2 2026 and 134 closed out, a net change of +240 holders.
- The largest Lumentum buyer in Q2 2026 was Invesco, an estimated $1.78B added.
- The largest Lumentum seller in Q2 2026 was Fidelity Investments, an estimated $3.27B sold.
Based on aggregated 13F filings for Q2 2026.