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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
Comerica Bank
126
Comerica Bank
Texas
$2.49M -$139K -1,803 -4%
LPL Financial
127
LPL Financial
California
$2.49M -$739K -9,609 -19%
GCM
128
Graham Capital Management
Connecticut
$2.45M +$3.03M +39,353 New
Renaissance Technologies
129
Renaissance Technologies
New York
$2.45M -$28.8M -374,538 -91%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$2.42M +$1.26M +16,398 +73%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$2.4M +$2.96M +38,473 New
JC
132
JB Capital
Connecticut
$2.31M +$277K +3,601 +11%
Raymond James Financial
133
Raymond James Financial
Florida
$2.3M +$296K +3,844 +12%
QT
134
Quantbot Technologies
New York
$2.25M -$2.24M -29,051 -45%
MOACM
135
Mutual of America Capital Management
New York
$2.22M -$51.9K -675 -2%
Wells Fargo
136
Wells Fargo
California
$2.16M +$362K +4,703 +16%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$2.14M +$7.08K +92 +0.3%
Mitsubishi UFJ Asset Management
138
Mitsubishi UFJ Asset Management
Japan
$2.11M +$162K +2,105 +7%
PCMI
139
Paradigm Capital Management Inc
New York
$2.09M
SC
140
SummitTX Capital
Texas
$2.06M +$2.55M +33,095 New
Nomura Holdings
141
Nomura Holdings
Japan
$2.05M -$575K -7,478 -19%
AB
142
Amalgamated Bank
New York
$1.98M -$39.2K -510 -2%
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
$1.96M
Treasurer of the State of North Carolina
144
Treasurer of the State of North Carolina
North Carolina
$1.94M +$93.9K +1,220 +4%
AIP
145
Ameritas Investment Partners
Nebraska
$1.91M +$477K +6,195 +25%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$1.78M -$21.3M -276,673 -91%
Calamos Advisors
147
Calamos Advisors
Illinois
$1.75M -$610K -7,928 -22%
SI
148
Symmetry Investments
Jersey
$1.74M -$5.26M -68,335 -71%
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$1.66M -$33.2K -432 -2%
PCMH
150
Polymer Capital Management (HK)
Hong Kong
$1.59M -$987K -12,827 -33%

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.