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Lumentum

482 hedge funds and large institutions have $7.96B invested in Lumentum in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 171 increasing their positions, 132 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 41

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

61% more call options, than puts

Call options by funds: $299M | Put options by funds: $186M

58% more capital invested

Capital invested by funds: $5.04B → $7.96B (+$2.92B)

30% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 132

15% more funds holding

Funds holding: 420482 (+62)

4.01% more ownership

Funds ownership: 116.79%120.8% (+4%)

Holders
482
Holders Change
+62
Holders Change %
+14.76%
% of All Funds
6.35%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.22%
New
109
Increased
171
Reduced
132
Closed
41
Calls
$299M
Puts
$186M
Net Calls
+$113M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$708M +$931K +13,122 +0.2%
BlackRock
2
BlackRock
New York
$703M +$66.6M +938,409 +15%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$631M -$121M -1,704,295 -20%
Capital World Investors
4
Capital World Investors
California
$546M +$53.1M +748,124 +15%
Invesco
5
Invesco
Georgia
$364M -$1.73M -24,377 -0.6%
PC
6
PointState Capital
New York
$241M -$63.3M -891,992 -26%
HRCM
7
Hood River Capital Management
Florida
$210M +$70.6M +994,551 +82%
State Street
8
State Street
Massachusetts
$210M -$2.16M -30,394 -1%
AM
9
Atreides Management
Massachusetts
$167M -$8.35M -117,696 -6%
Capital Research Global Investors
10
Capital Research Global Investors
California
$159M +$48.1M +678,069 +68%
PCH
11
Polar Capital Holdings
United Kingdom
$156M +$105M +1,481,692 +912%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$120M +$712K +10,027 +0.8%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$117M +$12.1M +170,115 +16%
AllianceBernstein
14
AllianceBernstein
Tennessee
$98.8M -$49.1M -691,875 -40%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$98.2M -$5.62M -79,236 -7%
CCM
16
Channing Capital Management
Illinois
$90.1M +$25.5M +359,394 +61%
ACM
17
Analog Century Management
New York
$86.3M -$4.25M -59,904 -6%
UBS Group
18
UBS Group
Switzerland
$85.1M +$30.1M +423,766 +90%
Ameriprise
19
Ameriprise
Minnesota
$84.5M +$51.5M +726,381 +446%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$84.1M +$12.6M +177,863 +25%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$83.8M +$1.15M +16,200 +2%
Millennium Management
22
Millennium Management
New York
$83.7M +$10.6M +149,037 +20%
Norges Bank
23
Norges Bank
Norway
$83M -$3.35M -47,193 -5%
Morgan Stanley
24
Morgan Stanley
New York
$82.2M +$22.2M +313,219 +57%
Fisher Asset Management
25
Fisher Asset Management
Washington
$78M +$10.6M +149,962 +22%

LITE Hedge Fund Activity: Q2 2025 in Review

482 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q2 2025, worth a combined $7.96B — up 58% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new LITE positions and 41 closed out — a net gain of 68 holders — while 171 added to existing stakes and 132 trimmed.

The largest buyer was Polar Capital Holdings, adding an estimated $105M. The largest seller was Point72 Asset Management, cutting an estimated $215M.

  • 482 institutional investors held Lumentum (LITE) as of Q2 2025, up from 420 in Q1 2025.
  • Funds reported $7.96B of Lumentum stock for Q2 2025, up 58% quarter-over-quarter.
  • 109 funds opened new Lumentum positions in Q2 2025 and 41 closed out, a net change of +68 holders.
  • The largest Lumentum buyer in Q2 2025 was Polar Capital Holdings, an estimated $105M added.
  • The largest Lumentum seller in Q2 2025 was Point72 Asset Management, an estimated $215M sold.

Based on aggregated 13F filings for Q2 2025.