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Lufax Holding

89 hedge funds and large institutions have $353M invested in Lufax Holding in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $278M → $353M (+$75.6M)

12% more call options, than puts

Call options by funds: $4.92M | Put options by funds: $4.41M

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.44% less ownership

Funds ownership: 11.49%10.05% (-1.4%)

9% less funds holding

Funds holding: 9889 (-9)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
89
Holders Change
-9
Holders Change %
-9.18%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
35
Reduced
32
Closed
17
Calls
$4.92M
Puts
$4.41M
Net Calls
+$510K
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$1.85M -$1.33M -444,708 -49%
JC
27
JBF Capital
Colorado
$1.38M
DACS
28
Dymon Asia Capital (Singapore)
Singapore
$1.37M +$1.01M +337,300 New
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$1.31M +$128K +42,910 +15%
Morgan Stanley
30
Morgan Stanley
New York
$1.29M -$617K -206,623 -39%
Bank of America
31
Bank of America
North Carolina
$1.28M -$2.32M -776,958 -71%
Simplex Trading
32
Simplex Trading
Illinois
$1.27M +$732K +245,087 +364%
Ohio Public Employees Retirement System (OPERS)
33
Ohio Public Employees Retirement System (OPERS)
Ohio
$937K +$239K +80,112 +53%
LIP
34
Lighthouse Investment Partners
Florida
$934K +$687K +230,000 New
Franklin Resources
35
Franklin Resources
California
$905K +$15.6K +5,209 +2%
HVCM
36
Hel Ved Capital Management
Hong Kong
$752K -$2.78M -929,661 -83%
Aberdeen Group
37
Aberdeen Group
United Kingdom
$743K +$308K +103,174 +129%
COPPSERS
38
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$696K +$313K +104,881 +157%
SG Americas Securities
39
SG Americas Securities
New York
$689K +$374K +125,287 +281%
N
40
Nuveen
North Carolina
$678K -$14.6M -4,892,955 -97%
Geode Capital Management
41
Geode Capital Management
Massachusetts
$621K +$28.7K +9,612 +7%
SEI Investments
42
SEI Investments
Pennsylvania
$598K +$215K +71,891 +95%
American Century Companies
43
American Century Companies
Missouri
$583K +$20.9K +6,987 +5%
BCM
44
Barometer Capital Management
Ontario, Canada
$583K +$187K +62,700 +78%
Barclays
45
Barclays
United Kingdom
$554K +$406K +135,993 +30,221%
HF
46
HRT Financial
New York
$427K +$261K +87,411 +487%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$426K -$95.5K -31,987 -23%
PFSRSONJ
48
Police & Firemen's Retirement System of New Jersey
New Jersey
$411K
JP Morgan Chase
49
JP Morgan Chase
New York
$409K -$27.5K -9,212 -8%
AllianceBernstein
50
AllianceBernstein
Tennessee
$408K -$5.9K -1,977 -2%

LU Hedge Fund Activity: Q3 2025 in Review

89 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lufax Holding (LU) for Q3 2025, worth a combined $353M — up 27% from $278M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of LU and 8 opened new positions — a net loss of 9 holders — while 32 trimmed existing stakes and 35 added.

The largest buyer was Alpine Investment Management, opening a new position worth an estimated $12.6M. The largest seller was First Beijing Investment Ltd, exiting entirely with an estimated $18M sold.

  • 89 institutional investors held Lufax Holding (LU) as of Q3 2025, down from 98 in Q2 2025.
  • Funds reported $353M of Lufax Holding stock for Q3 2025, up 27% quarter-over-quarter.
  • 8 funds opened new Lufax Holding positions in Q3 2025 and 17 closed out, a net change of -9 holders.
  • The largest Lufax Holding buyer in Q3 2025 was Alpine Investment Management, an estimated $12.6M added.
  • The largest Lufax Holding seller in Q3 2025 was First Beijing Investment Ltd, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2025.