Lument Finance Trust Inc.
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 58 institutions reported holding Lument Finance Trust Inc. in their 13F filings, up 9 from Q4 2024. 14 opened new positions and 5 sold out. The largest holders were AXA S.A. ($8.7M), Vanguard Group Inc. ($4.2M) and Punch & Associates Investment Management, Inc. ($2.6M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Lument Finance Trust Inc.
- CUSIP
- 55025L108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $764K |
| Exits | 5 | $268K |
All 13F filers, Q4 2024 → Q1 2025: 754,501 shares bought and 735,996 shares sold, net +18,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| AXA S.A. | 0.03% | No change | 3,340,780 | $8.7M |
| Vanguard Group Inc. | 0.00% | No change | 1,618,911 | $4.2M |
| Punch & Associates Investment Management, Inc. | 0.17% | Reduce -22.3% | 996,819 | $2.6M |
| Melia Wealth LLC | 1.01% | Add +3.0% | 749,033 | $2.0M |
| Geode Capital Management, LLC | 0.00% | Add +2.4% | 454,516 | $1.2M |
| Millennium Management | 0.00% | Add +442.7% | 336,188 | $877K |
| Renaissance Technologies | 0.00% | Add +4.7% | 220,100 | $574K |
| Deltec Asset Management LLC | 0.11% | Reduce -12.2% | 200,000 | $522K |
| BlackRock, Inc. | 0.00% | Reduce -13.1% | 186,560 | $487K |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.0% | 129,417 | $338K |
| Jane Street Group, LLC | 0.00% | Add +117.0% | 124,754 | $326K |
| State Street Corp. | 0.00% | No change | 116,855 | $314K |
| Corsair Capital Management, L.P. | 0.06% | No change | 89,631 | $234K |
| Northern Trust Corp. | 0.00% | No change | 85,750 | $224K |
| LSV Asset Management | 0.00% | No change | 65,735 | $172K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.2% | 60,477 | $158K |
| Clear Harbor Asset Management, LLC | 0.01% | No change | 58,045 | $151K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.7% | 57,464 | $150K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -16.6% | 51,700 | $135K |
| Morgan Stanley | 0.00% | Add +1216.2% | 45,356 | $118K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 45,083 | $118K |
| Jain Global LLC | 0.00% | New | 35,309 | $92K |
| Fisher Asset Management | 0.00% | New | 34,447 | $90K |
| Balyasny Asset Management L.P. | 0.00% | Add +82.2% | 34,261 | $89K |
| HRT Financial LP | 0.00% | New | 31,800 | $82K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +59.8% | 29,563 | $77K |
| Goldman Sachs Group Inc. | 0.00% | New | 25,324 | $66K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 24,035 | $63K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.3% | 23,650 | $62K |
| Cerity Partners LLC | 0.00% | No change | 22,715 | $59K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 21,100 | $55K |
| Raymond James Financial Inc. | 0.00% | Add +11.0% | 20,502 | $54K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 19,751 | $52K |
| LMR Partners LLP | 0.00% | New | 19,232 | $50K |
| Bailard, Inc. | 0.00% | New | 18,051 | $47K |
| NewEdge Advisors, LLC | 0.00% | Reduce -71.4% | 17,524 | $46K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Add +37.7% | 16,361 | $43K |
| Prudential Financial Inc. | 0.00% | New | 15,800 | $41K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -53.9% | 15,467 | $40K |
| Gsa Capital Partners LLP | 0.00% | New | 14,329 | $37K |
| SG Americas Securities, LLC | 0.00% | New | 13,130 | $34K |
| Arlington Trust Co LLC | 0.01% | No change | 11,000 | $29K |
| Lion Street Advisors, LLC | 0.01% | No change | 10,706 | $28K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 10,000 | $27K |
| James Investment Research, Inc. | 0.00% | No change | 10,000 | $26K |
| Harbour Investments, Inc. | 0.00% | Add +3.1% | 3,479 | $9K |
| Citigroup Inc. | 0.00% | Reduce -90.8% | 2,175 | $6K |
| UBS Group AG | 0.00% | Add +2554.3% | 2,150 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -37.5% | 785 | $2K |
| FMR LLC | 0.00% | Reduce -6.1% | 651 | $2K |
| Barclays PLC | 0.00% | Reduce -95.6% | 418 | $1K |
| Bank of America Corp. | 0.00% | Add +5.0% | 358 | $934 |
| Point72 (DIFC) Ltd | 0.00% | Reduce -28.8% | 285 | $744 |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.2% | 67 | $175 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 41 | $107 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 35 | $91 |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -99.9% | 1 | $3 |
| Wells Fargo & Company | 0.00% | Reduce -99.9% | 1 | $2 |
"% of holder's portfolio" is LUMENT FINANCE TRUST INC's weight in each manager's 13F, not the share of Lument Finance Trust Inc. the manager owns.