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Lumentum

416 hedge funds and large institutions have $4.98B invested in Lumentum in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 147 increasing their positions, 127 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-30
Holders Change %
-6.73%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
72
Increased
147
Reduced
127
Closed
95
Calls
$77.6M
Puts
$133M
Net Calls
-$55.1M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$520M +$96M +1,540,215 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$463M +$2.98M +47,811 +0.6%
BlackRock
3
BlackRock
New York
$403M -$15.9M -255,443 -4%
Capital World Investors
4
Capital World Investors
California
$311M +$86.7M +1,391,312 +39%
Invesco
5
Invesco
Georgia
$240M -$178M -2,854,903 -43%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$239M +$54.5M +874,624 +30%
PC
7
PointState Capital
New York
$214M +$214M +3,424,813 New
State Street
8
State Street
Massachusetts
$139M +$1.74M +27,956 +1%
AM
9
Atreides Management
Massachusetts
$117M +$7.48M +119,938 +7%
AllianceBernstein
10
AllianceBernstein
Tennessee
$108M +$1.19M +19,085 +1%
Bank of America
11
Bank of America
North Carolina
$82M +$74.3M +1,191,897 +962%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$78M +$3.45M +55,308 +5%
HRCM
13
Hood River Capital Management
Florida
$75.5M +$51.2M +821,070 +210%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$69.3M +$647K +10,379 +0.9%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$66.3M +$14M +225,240 +27%
Capital Research Global Investors
16
Capital Research Global Investors
California
$61.8M +$30.3M +486,073 +96%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$61.1M -$3.28M -52,653 -5%
ACM
18
Analog Century Management
New York
$60.3M +$60.3M +968,039 New
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$54.2M -$10.5M -167,731 -16%
Millennium Management
20
Millennium Management
New York
$45.6M +$12.2M +196,220 +37%
Charles Schwab
21
Charles Schwab
California
$45.1M -$894K -14,348 -2%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$44.1M +$25.9M +415,927 +143%
Fisher Asset Management
23
Fisher Asset Management
Washington
$41.8M -$1.06M -17,043 -2%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$40.6M +$40M +641,920 +6,875%
FGP
25
Freestone Grove Partners
California
$39.5M +$39.5M +633,825 New