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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
RAM
101
Readystate Asset Management
Illinois
$4.63M -$238K -3,094 -4%
DIA
102
Dana Investment Advisors
Wisconsin
$4.5M +$298K +3,873 +6%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$4.42M -$223K -2,900 -4%
Deutsche Bank
104
Deutsche Bank
Germany
$4.39M +$67.3K +874 +1%
WAM
105
Wolverine Asset Management
Illinois
$4.38M +$5.4M +70,199 New
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$4.33M
California State Teachers Retirement System (CalSTRS)
107
California State Teachers Retirement System (CalSTRS)
California
$3.96M -$55.6K -722 -1%
Citigroup
108
Citigroup
New York
$3.89M -$2.89M -37,602 -38%
Barclays
109
Barclays
United Kingdom
$3.78M -$148K -1,929 -3%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$3.76M +$244K +3,168 +6%
WAM
111
Weiss Asset Management
Massachusetts
$3.72M +$4.59M +59,702 New
Neuberger Berman Group
112
Neuberger Berman Group
New York
$3.5M +$961K +12,484 +29%
EP
113
Edgestream Partners
New Jersey
$3.46M +$4.28M +55,572 New
Allianz Asset Management
114
Allianz Asset Management
Germany
$3.41M +$4.21M +54,722 New
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.4M +$99.8K +1,297 +2%
Jane Street
116
Jane Street
New York
$3.38M -$2.84M -36,853 -40%
Canada Life
117
Canada Life
Manitoba, Canada
$3.37M -$298K -3,876 -7%
SG Americas Securities
118
SG Americas Securities
New York
$3.23M +$3.58M +46,570 +874%
JGUA
119
John G. Ullman & Associates
New York
$3.15M -$663K -8,622 -15%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$3.1M -$4.97M -64,584 -57%
Pathstone Holdings
121
Pathstone Holdings
New Jersey
$3.08M -$201K -2,616 -5%
LCG
122
Lisanti Capital Growth
New York
$2.75M -$2.79M -36,230 -45%
Squarepoint
123
Squarepoint
New York
$2.58M +$1.2M +15,539 +60%
Assenagon Asset Management
124
Assenagon Asset Management
Luxembourg
$2.58M +$685K +8,901 +27%
MIM
125
MetLife Investment Management
New Jersey
$2.51M +$119K +1,546 +4%

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.