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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
EI
76
Ethic Inc
New York
$39.4K -$2.25K -798 -5%
QCM
77
QRG Capital Management
Illinois
$39K -$27.5K -9,733 -41%
Corient Private Wealth
78
Corient Private Wealth
Florida
$39K -$5.45K -1,932 -12%
EL
79
EWA LLC
Pennsylvania
$38.1K -$200 -71 -0.5%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$38.1K -$56.9K -20,177 -59%
MHC
81
May Hill Capital
Massachusetts
$34.4K +$34.7K +12,312 New
FFA
82
Farther Finance Advisors
California
$31.4K +$31.8K +11,263 New
VPIM
83
Vanguard Personalized Indexing Management
California
$27.9K +$28.3K +10,016 New
TRCT
84
Tower Research Capital (TRC)
New York
$23.7K +$23.9K +8,473 +211,825%
SS
85
SBI Securities
Japan
$5.66K +$56 +20 +1%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$3K
CIAM
87
Caitong International Asset Management
Hong Kong
$2.56K -$288 -102 -10%
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$1.75K -$333 -118 -16%
EWA
89
EverSource Wealth Advisors
Alabama
$1.54K -$147 -52 -9%
Osaic Holdings
90
Osaic Holdings
Arizona
$1.32K +$274 +97 +26%
Barclays
91
Barclays
United Kingdom
$1.26K
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$1K +$1.17K +416 New
Lazard Asset Management
93
Lazard Asset Management
New York
$1K +$1.98K +702 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$449
SC
95
Swan Capital
Florida
$78
Wells Fargo
96
Wells Fargo
California
$70
BIA
97
Bell Investment Advisors
California
$65
DB
98
Danske Bank
Denmark
$3
Fidelity International
99
Fidelity International
Bermuda
-$8.66M -2,916,702 Closed
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
-$3.02M -1,017,051 Closed

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.