Lufax Holding
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBIL
First Beijing Investment Ltd
Hong Kong
|
+$12.2M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$9.89M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$8.9M |
| 4 |
TPC
Tiger Pacific Capital
New York
|
+$7.83M |
| 5 |
Morgan Stanley
New York
|
+$5.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$12.2M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$5.49M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$4.14M |
| 4 |
Jane Street
New York
|
-$2.15M |
| 5 |
Two Sigma Investments
New York
|
-$1.82M |
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.