Luna Innovations Incorporated
LUNA
LUNA was delisted on the 6th of January, 2025.
10 hedge funds and large institutions have $347K invested in Luna Innovations Incorporated in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 50 closing their positions.
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
83% less funds holding
Funds holding: 58 → 10 (-48)
96% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 50
99% less capital invested
Capital invested by funds: $31.4M → $347K (-$31.1M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$316K |
| 2 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
+$1.06K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$41 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$5.87M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.06M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$4.79M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.56M |
| 5 |
NIM
Needham Investment Management
New York
|
-$2.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of America
Charlotte,
North Carolina
| – | -$2.78K | -1,287 | Closed |
|
52
Wells Fargo
San Francisco,
California
| – | -$2.38K | -1,100 | Closed |
|
|
SIC
53
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$1.37K | -635 | Closed |
|
54
JP Morgan Chase
New York
| – | -$1.08K | -498 | Closed |
|
55
BNP Paribas Financial Markets
Paris,
France
| – | -$862 | -399 | Closed |
|
56
Osaic Holdings
Scottsdale,
Arizona
| – | -$432 | -200 | Closed |
|
|
SS
57
SBI Securities
Tokyo,
Japan
| – | -$69 | -32 | Closed |
|
|
NA
58
NewEdge Advisors
New Orleans,
Louisiana
| – | -$22 | -10 | Closed |
|
|
SIS
59
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$2 | -1 | Closed |
|
LUNA Hedge Fund Activity: Q1 2025 in Review
10 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Luna Innovations Incorporated (LUNA) for Q1 2025, worth a combined $347K — down 99% from $31.4M a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of LUNA and 2 opened new positions — a net loss of 48 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was Geneos Wealth Management, adding an estimated $316K. The largest seller was Royce & Associates, exiting entirely with an estimated $5.87M sold.
- 10 institutional investors held Luna Innovations Incorporated (LUNA) as of Q1 2025, down from 58 in Q4 2024.
- Funds reported $347K of Luna Innovations Incorporated stock for Q1 2025, down 99% quarter-over-quarter.
- 2 funds opened new Luna Innovations Incorporated positions in Q1 2025 and 50 closed out, a net change of -48 holders.
- The largest Luna Innovations Incorporated buyer in Q1 2025 was Geneos Wealth Management, an estimated $316K added.
- The largest Luna Innovations Incorporated seller in Q1 2025 was Royce & Associates, an estimated $5.87M sold.
Based on aggregated 13F filings for Q1 2025.