We are live on ! Find out more
LUNA

Luna Innovations Incorporated

Delisted

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.

New
Increased
Maintained
Reduced
Closed

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

83% less funds holding

Funds holding: 5810 (-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

Holders
10
Holders Change
-48
Holders Change %
-82.76%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
3
Closed
50
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1
Geneos Wealth Management
Colorado
$194K +$316K +191,600 +203%
AC
2
Avenir Corporation
Virginia
$81K
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$51K -$58.9K -35,700 -32%
XT
4
XTX Topco
Cayman Islands
$17.1K -$4.25K -2,575 -9%
TCWM
5
Total Clarity Wealth Management
Illinois
$1.39K +$1.06K +641 New
VWA
6
VSM Wealth Advisory
Maryland
$1.36K
Simplex Trading
7
Simplex Trading
Illinois
$1K -$13.4K -8,106 -75%
IA
8
IFP Advisors
Florida
$170
MMCM
9
Murphy & Mullick Capital Management
New York
$68
SPIA
10
Steward Partners Investment Advisory
New York
$17 +$41 +25 New
RA
11
Royce & Associates
New York
-$5.87M -2,717,789 Closed
Ameriprise
12
Ameriprise
Minnesota
-$5.06M -2,341,299 Closed
WA
13
Wasatch Advisors
Utah
-$4.79M -2,219,899 Closed
Vanguard Group
14
Vanguard Group
Pennsylvania
-$3.56M -1,647,059 Closed
NIM
15
Needham Investment Management
New York
-$2.54M -1,175,000 Closed
HighTower Advisors
16
HighTower Advisors
Illinois
-$1.65M -762,206 Closed
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
-$1.45M -673,154 Closed
BlackRock
18
BlackRock
New York
-$1.1M -508,619 Closed
Geode Capital Management
19
Geode Capital Management
Massachusetts
-$695K -321,554 Closed
Renaissance Technologies
20
Renaissance Technologies
New York
-$643K -297,600 Closed
Marshall Wace
21
Marshall Wace
United Kingdom
-$617K -285,728 Closed
MCM
22
Marathon Capital Management
Maryland
-$416K -192,500 Closed
State Street
23
State Street
Massachusetts
-$289K -133,874 Closed
GCP
24
GSA Capital Partners
United Kingdom
-$279K -129,033 Closed
Squarepoint
25
Squarepoint
New York
-$226K -104,453 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.