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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
Victory Capital Management
201
Victory Capital Management
Texas
$776K -$10.5K -137 -1%
Simplex Trading
202
Simplex Trading
Illinois
$756K +$934K +12,134 New
NA
203
NewEdge Advisors
Louisiana
$747K +$483K +6,275 +110%
AAF
204
Andra AP-fonden
Sweden
$741K +$914K +11,879 New
GAM
205
Groupama Asset Management
France
$712K
CMF
206
Counterpoint Mutual Funds
California
$700K +$203K +2,640 +31%
Robeco Institutional Asset Management
207
Robeco Institutional Asset Management
Netherlands
$689K +$259K +3,362 +44%
GC
208
Guggenheim Capital
Illinois
$666K +$25K +325 +3%
AC
209
AXQ Capital
New Jersey
$659K +$256K +3,332 +46%
FC
210
FORA Capital
Florida
$642K +$792K +10,293 New
Pictet Asset Management
211
Pictet Asset Management
Switzerland
$642K +$76.9K +999 +11%
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$626K +$773K +10,043 New
NSEDCP
213
NJ State Employees Deferred Compensation Plan
New Jersey
$623K
Stifel Financial
214
Stifel Financial
Missouri
$613K +$19.3K +251 +3%
Creative Planning
215
Creative Planning
Kansas
$610K +$156K +2,024 +26%
EI
216
Ethic Inc
New York
$609K +$333K +4,323 +82%
ACM
217
Aquatic Capital Management
Illinois
$606K -$8.06M -104,734 -92%
WAM
218
Westport Asset Management
Connecticut
$592K
P
219
&Partners
Tennessee
$591K +$392K +5,100 +121%
CB
220
Commerce Bank
Missouri
$588K
BCI
221
Brinker Capital Investments
Pennsylvania
$577K +$712K +9,253 New
OPS
222
Orion Portfolio Solutions
Nebraska
$577K +$712K +9,253 New
DACS
223
Dymon Asia Capital (Singapore)
Singapore
$549K +$677K +8,800 New
SACTSONJ
224
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$530K
KFS
225
Keynote Financial Services
Connecticut
$514K +$385 +5 +0.1%

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.