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Lufax Holding
LU

103 hedge funds and large institutions have $286M invested in Lufax Holding in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $205M → $286M (+$80.6M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 32

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.6% more ownership

Funds ownership: 4.96% → 5.56% (+0.6%)

0% more funds holding

Funds holding: 103 → 103 (0)

66% less call options, than puts

Call options by funds: $1M | Put options by funds: $2.93M

Holders
103
Holders Change
–
Holders Change %
0%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
40
Reduced
32
Closed
14
Calls
$1M
Puts
$2.93M
Net Calls
-$1.93M
Net Calls Change
-$902K

Top Buyers

Rank Fund Capital Flow
1
FBIL
First Beijing Investment Ltd
Hong Kong
+$12.2M
2
Nuveen
Nuveen
North Carolina
+$9.89M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$8.9M
4
TPC
Tiger Pacific Capital
New York
+$7.83M
5
Morgan Stanley
Morgan Stanley
New York
+$5.23M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$12.2M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.49M
3
Fidelity International
Fidelity International
Bermuda
-$4.14M
4
Jane Street
Jane Street
New York
-$2.15M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$2.72M -$2.15M -775,251 -46%
CAU
27
Caxton Associates (UK)
$2.71M +$2.53M +912,345 New
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$2.64M -$1.15M -415,730 -32%
Bank of America
29
Bank of America
North Carolina
$2.38M +$234K +84,449 +12%
Invesco
30
Invesco
Georgia
$1.91M +$108K +38,868 +6%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.86M +$2.39K +863 +0.1%
Mirae Asset Global ETFs Holdings
32
Mirae Asset Global ETFs Holdings
Hong Kong
$1.8M +$413K +148,724 +33%
CFM
33
Catalyst Funds Management
Australia
$1.77M -$813K -293,040 -33%
Northern Trust
34
Northern Trust
Illinois
$1.59M +$32.1K +11,568 +2%
AQR Capital Management
35
AQR Capital Management
Connecticut
$1.4M – – –
JC
36
JBF Capital
Colorado
$1.01M – – –
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$991K -$438K -157,937 -32%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$887K +$374K +134,895 +82%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$725K +$20.4K +7,365 +3%
Millennium Management
40
Millennium Management
New York
$640K -$1.01M -365,486 -63%
LSC
41
Leading Securities Company
Hong Kong
$569K – – –
Walleye Capital
42
Walleye Capital
New York
$546K +$308K +111,118 +153%
SG Americas Securities
43
SG Americas Securities
New York
$533K +$498K +179,521 New
Geode Capital Management
44
Geode Capital Management
Massachusetts
$409K +$34.5K +12,454 +10%
American Century Companies
45
American Century Companies
Missouri
$399K +$3.14K +1,133 +0.9%
Squarepoint
46
Squarepoint
New York
$380K -$104K -37,337 -23%
SEI Investments
47
SEI Investments
Pennsylvania
$370K +$255K +91,849 +280%
Franklin Resources
48
Franklin Resources
California
$337K +$116K +41,862 +58%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$312K – – –
AllianceBernstein
50
AllianceBernstein
Tennessee
$305K – – –
1
2
3 4 5

LU Hedge Fund Activity: Q1 2025 in Review

103 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q1 2025, worth a combined $286M — up 39% from $205M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LU positions and 14 closed out — a net gain of 1 holder — while 40 added to existing stakes and 32 trimmed.

The largest buyer was First Beijing Investment Ltd, opening a new position worth an estimated $12.2M. The largest seller was Baillie Gifford & Co, cutting an estimated $12.2M.

  • 103 institutional investors held Lufax Holding (LU) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $286M of Lufax Holding stock for Q1 2025, up 39% quarter-over-quarter.
  • 15 funds opened new Lufax Holding positions in Q1 2025 and 14 closed out, a net change of +1 holder.
  • The largest Lufax Holding buyer in Q1 2025 was First Beijing Investment Ltd, an estimated $12.2M added.
  • The largest Lufax Holding seller in Q1 2025 was Baillie Gifford & Co, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2025.