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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
JF
176
Jump Financial
Illinois
$1.1M -$1.93M -25,121 -59%
TI
177
Tidal Investments
Wisconsin
$1.07M -$161K -2,090 -11%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$1.07M -$65.6K -852 -5%
ET
179
Entropy Technologies
New York
$1.05M +$1.29M +16,816 New
COPPSERS
180
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M +$105K +1,369 +9%
SOMRS
181
State of Michigan Retirement System
Michigan
$1.03M +$23.1K +300 +2%
SCM
182
Sandler Capital Management
New York
$1.02M -$8.49M -110,390 -87%
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$1.01M +$4.62K +60 +0.4%
GAM
184
Gotham Asset Management
New York
$975K +$210K +2,732 +21%
NMIMC
185
Northwestern Mutual Investment Management Company
Wisconsin
$959K +$9.08K +118 +0.8%
M&T Bank
186
M&T Bank
New York
$954K -$216K -2,812 -16%
BHCM
187
Brevan Howard Capital Management
Jersey
$921K +$1.14M +14,780 New
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$915K +$539K +7,002 +91%
IAS
189
IMA Advisory Services
Colorado
$892K -$63.5K -825 -5%
TAM
190
Tocqueville Asset Management
New York
$888K
OPERF
191
Oregon Public Employees Retirement Fund
Oregon
$881K +$13.5K +176 +1%
IIM
192
INTECH Investment Management
Florida
$878K +$301K +3,913 +38%
NMERB
193
New Mexico Educational Retirement Board
New Mexico
$873K
KK
194
KLP Kapitalforvaltning
Norway
$871K
QCM
195
Quantinno Capital Management
New York
$855K +$634K +8,238 +151%
SRL
196
Scientech Research LLC
New Jersey
$827K +$278K +3,613 +37%
SO
197
STRS Ohio
Ohio
$819K +$109K +1,416 +12%
SF
198
Synovus Financial
Georgia
$818K
VCM
199
Virtue Capital Management
Tennessee
$806K +$169K +2,196 +21%
Envestnet Asset Management
200
Envestnet Asset Management
Illinois
$800K +$210K +2,729 +27%

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.