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Lufax Holding

98 hedge funds and large institutions have $278M invested in Lufax Holding in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.93% more ownership

Funds ownership: 5.56%11.49% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

3% less capital invested

Capital invested by funds: $286M → $278M (-$8.13M)

5% less funds holding

Funds holding: 10398 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

60% less call options, than puts

Call options by funds: $988K | Put options by funds: $2.49M

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
1.29%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
34
Reduced
34
Closed
18
Calls
$988K
Puts
$2.49M
Net Calls
-$1.5M
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$1.92M +$129K +45,849 +7%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$1.91M -$574K -203,560 -23%
Mirae Asset Global ETFs Holdings
28
Mirae Asset Global ETFs Holdings
Hong Kong
$1.6M -$90.5K -32,063 -5%
Northern Trust
29
Northern Trust
Illinois
$1.48M -$13K -4,606 -0.9%
Morgan Stanley
30
Morgan Stanley
New York
$1.46M -$5.44M -1,927,521 -79%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.34M -$2.29M -809,911 -63%
LSC
32
Leading Securities Company
Hong Kong
$1.04M +$513K +181,871 +95%
JC
33
JBF Capital
Colorado
$948K
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$944K +$112K +39,639 +13%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$780K +$100K +35,549 +15%
Franklin Resources
36
Franklin Resources
California
$607K +$294K +104,261 +92%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$420K -$517K -183,176 -55%
Geode Capital Management
38
Geode Capital Management
Massachusetts
$400K +$15.3K +5,417 +4%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$382K +$90.3K +31,987 +30%
American Century Companies
40
American Century Companies
Missouri
$381K +$6.26K +2,220 +2%
UBS AM
41
UBS AM
Illinois
$326K +$250K +88,730 +317%
JP Morgan Chase
42
JP Morgan Chase
New York
$307K +$133K +47,001 +75%
CC
43
Centiva Capital
New York
$291K +$119K +42,328 +68%
AllianceBernstein
44
AllianceBernstein
Tennessee
$286K
PFSRSONJ
45
Police & Firemen's Retirement System of New Jersey
New Jersey
$282K
Amundi
46
Amundi
France
$268K -$268 -95 -0.1%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$253K -$4.42K -1,568 -2%
PCP
48
Polunin Capital Partners
United Kingdom
$246K
BCM
49
Barometer Capital Management
Ontario, Canada
$225K +$56.4K +20,000 +33%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$223K +$79.5K +28,166 +54%

LU Hedge Fund Activity: Q2 2025 in Review

98 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q2 2025, worth a combined $278M — down 2.8% from $286M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of LU and 13 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 34 added.

The largest buyer was Vanguard Group, adding an estimated $14.1M. The largest seller was Fidelity International, exiting entirely with an estimated $8.66M sold.

  • 98 institutional investors held Lufax Holding (LU) as of Q2 2025, down from 103 in Q1 2025.
  • Funds reported $278M of Lufax Holding stock for Q2 2025, down 2.8% quarter-over-quarter.
  • 13 funds opened new Lufax Holding positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest Lufax Holding buyer in Q2 2025 was Vanguard Group, an estimated $14.1M added.
  • The largest Lufax Holding seller in Q2 2025 was Fidelity International, an estimated $8.66M sold.

Based on aggregated 13F filings for Q2 2025.