Lumentum
LITE
1,320 hedge funds and large institutions have $70.5B invested in Lumentum in 2026 Q2 according to their latest regulatory filings, with 377 funds opening new positions, 526 increasing their positions, 326 reducing their positions, and 136 closing their positions.
177% more first-time investments, than exits
New positions opened: 377 | Existing positions closed: 136
61% more repeat investments, than reductions
Existing positions increased: 526 | Existing positions reduced: 326
30% more capital invested
Capital invested by funds: $54.1B → $70.5B (+$16.4B)
21% more funds holding
Funds holding: 1,089 → 1,320 (+231)
12% more call options, than puts
Call options by funds: $11.2B | Put options by funds: $10B
2.47% less ownership
Funds ownership: 108.15% → 105.68% (-2.5%)
51% less funds holding in top 10
Funds holding in top 10: 85 → 42 (-43)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.78B |
| 2 |
BlackRock
New York
|
+$1.2B |
| 3 |
JP Morgan Chase
New York
|
+$998M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$861M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$624M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.27B |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$951M |
| 3 |
WAM
WT Asset Management
Hong Kong
|
-$717M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$603M |
| 5 |
Jane Street
New York
|
-$592M |
LITE Hedge Fund Activity: Q2 2026 in Review
1,320 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in Lumentum (LITE) for Q2 2026, worth a combined $70.5B — up 30% from $54.1B a quarter earlier.
Buyers outnumbered sellers: 377 funds opened new LITE positions and 136 closed out — a net gain of 241 holders — while 526 added to existing stakes and 326 trimmed.
The largest buyer was Invesco, adding an estimated $1.78B. The largest seller was Fidelity Investments, cutting an estimated $3.27B.
- 1,320 institutional investors held Lumentum (LITE) as of Q2 2026, up from 1,089 in Q1 2026.
- Funds reported $70.5B of Lumentum stock for Q2 2026, up 30% quarter-over-quarter.
- 377 funds opened new Lumentum positions in Q2 2026 and 136 closed out, a net change of +241 holders.
- The largest Lumentum buyer in Q2 2026 was Invesco, an estimated $1.78B added.
- The largest Lumentum seller in Q2 2026 was Fidelity Investments, an estimated $3.27B sold.
Based on aggregated 13F filings for Q2 2026.