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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$33.7M +$14.1M +4,982,504 +70%
YC
2
Yunqi Capital
Hong Kong
$28.2M +$8.47M +3,000,000 +42%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$25.9M -$2.81M -994,494 -10%
TPC
4
Tiger Pacific Capital
New York
$18.1M -$794K -281,454 -4%
FBIL
5
First Beijing Investment Ltd
Hong Kong
$18M +$5.85M +2,072,363 +47%
Charles Schwab
6
Charles Schwab
California
$15M +$1.08M +382,004 +8%
BlackRock
7
BlackRock
New York
$14.8M +$544K +192,937 +4%
N
8
Nuveen
North Carolina
$14.1M +$567K +200,800 +4%
State Street
9
State Street
Massachusetts
$14.1M -$893K -316,577 -6%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$13.5M -$916K -324,673 -6%
Mitsubishi UFJ Trust & Banking
11
Mitsubishi UFJ Trust & Banking
Japan
$9.24M +$3.45M +1,221,383 +58%
Citadel Advisors
12
Citadel Advisors
Florida
$8.09M +$4.59M +1,627,520 +128%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$6.05M +$5.87M +2,080,678 +2,378%
Norges Bank
14
Norges Bank
Norway
$4.93M
Renaissance Technologies
15
Renaissance Technologies
New York
$4.65M -$902K -319,500 -16%
Allianz Asset Management
16
Allianz Asset Management
Germany
$4.33M -$596K -211,038 -12%
Jane Street
17
Jane Street
New York
$3.34M +$794K +281,316 +31%
HVCM
18
Hel Ved Capital Management
Hong Kong
$3.11M
Bank of America
19
Bank of America
North Carolina
$3.05M +$819K +290,330 +36%
Goldman Sachs
20
Goldman Sachs
New York
$2.78M -$976K -345,996 -26%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$2.51M -$639K -226,585 -20%
UBS Group
22
UBS Group
Switzerland
$2.4M -$1.58M -560,492 -39%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$2.28M +$2.3M +815,600 New
Two Sigma Advisers
24
Two Sigma Advisers
New York
$2.16M -$1.57M -556,375 -42%
Legal & General Group
25
Legal & General Group
United Kingdom
$2.11M +$370K +131,181 +21%

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.