Lufax Holding Ltd.

LU • XNYS

Lufax Holding Ltd. is a publicly traded company on XNYS. As of Q3 2025, 80 institutional investors hold shares in this company, with total holdings valued at $320.9M. VANGUARD GROUP INC is the largest holder with a position valued at $50.3M.

Overview

Overview of institutional ownership in LU as of Q3 2025

All Institutions

Institutions: 80
Value Held: $320.9M
Shares Held: 79.1M
Avg Position: $4.0M
Median Position: $582.8K

Hedge Funds

Hedge Funds: 8
Value Held: $37.8M
Shares Held: 9.3M
Avg Position: $4.7M
Median Position: $2.9M

Biggest Investors

Institutions with the largest positions in LU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$50.3M 0.00% of portfolio	0.00% 12.4M shares	Q4 2022 Held for 2y 11m	$6.69T
Y Yunqi Capital Ltd Institution	-	$44.5M 26.01% of portfolio	0.00% 11.0M shares	Q4 2022 Held for 2y 11m	$170.9M
B BAILLIE GIFFORD & CO Institution	-	$34.1M 0.03% of portfolio	0.00% 8.4M shares	Q4 2022 Held for 2y 11m	$134.80B
B BlackRock, Inc. Institution	-	$22.8M 0.00% of portfolio	0.00% 5.6M shares	Q4 2022 Held for 2y 11m	$5.67T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$22.6M 0.00% of portfolio	0.00% 5.6M shares	Q4 2022 Held for 2y 11m	$620.51B
T Tiger Pacific Capital LP Hedge Fund•Long/Short	Run ("Nmn") Ye Managing Partner	$22.2M 5.71% of portfolio	0.00% 5.5M shares	Q4 2024 Held for 11 months	$389.1M
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$18.9M 0.00% of portfolio	0.00% 4.7M shares	Q4 2022 Held for 2y 11m	$2.88T
A Alpine Investment Management Ltd Institution	-	$17.2M 25.58% of portfolio	0.00% 4.2M shares	Q3 2025 Held for 2 months	$67.1M
FMR LLC Institution	-	$9.0M 0.00% of portfolio	0.00% 2.2M shares	Q4 2022 Held for 2y 11m	$1.92T
UBS Group AG Institution	Sergio P. Ermotti CEO	$6.4M 0.00% of portfolio	0.00% 1.6M shares	Q1 2023 Held for 2y 8m	$511.54B

Net Capital Flow

Institutional buying and selling activity for LU in Q3 2025

Traded: −$14.5M
Buyers: 41
Sellers: 42
Total Bought: +$54.2M
Total Sold: −$68.7M
Avg Position: $3.3M

Biggest Buyers

Institution	Net Bought	Current Position
A Alpine Investment Management Ltd Institution	+$17.2M +4.2M shares	$17.2M 4.2M shares
FMR LLC Institution	+$9.0M +2.2M shares	$9.0M 2.2M shares
Marshall Wace LLP Institution	+$3.8M +927.9K shares	$4.0M 985.3K shares
Y Yunqi Capital Ltd Institution	+$3.5M +852.1K shares	$44.5M 11.0M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$3.0M +750.5K shares	$4.4M 1.1M shares
UBS Group AG Institution	+$2.9M +710.3K shares	$6.4M 1.6M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$2.3M +571.1K shares	$2.3M 571.1K shares
D DYMON ASIA CAPITAL PTE. LTD. Institution	+$1.4M +337.3K shares	$1.4M 337.3K shares
VANGUARD GROUP INC Institution	+$1.4M +335.5K shares	$50.3M 12.4M shares
J JANE STREET GROUP, LLC Institution	+$1.3M +322.1K shares	$6.2M 1.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
F First Beijing Investment Ltd Institution	−$18.0M −6.5M shares	Sold Off 0 shares
M Mitsubishi UFJ Trust & Banking Corp Institution	−$9.2M −3.3M shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$8.3M −2.0M shares	$3.5M 851.8K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$6.0M −2.2M shares	Sold Off 0 shares
T Tiger Pacific Capital LP Hedge Fund•Long/Short	−$4.1M −1.0M shares	$22.2M 5.5M shares
H Hel Ved Capital Management Ltd Institution	−$3.8M −929.7K shares	$752.5K 185.3K shares
B BAILLIE GIFFORD & CO Institution	−$3.6M −879.9K shares	$34.1M 8.4M shares
BANK OF AMERICA CORP /DE/ Institution	−$3.2M −777.0K shares	$1.3M 315.0K shares
C CANADA PENSION PLAN INVESTMENT BOARD Institution	−$2.3M −815.6K shares	Sold Off 0 shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$1.8M −444.7K shares	$1.9M 456.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LU in Q3 2025

New Positions: 4
New Value: $18.6M
Exited Positions: 16
Exited Value: $38.0M

New Positions

Institution	Position Value
A Alpine Investment Management Ltd Institution	$17.2M 4.2M shares
D DYMON ASIA CAPITAL PTE. LTD. Institution	$1.4M 337.3K shares
Scientech Research LLC Hedge Fund•Market Neutral	$46.4K 11.4K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	- - shares

Exited Positions

Institution	Previous Position
F First Beijing Investment Ltd Institution	$18.0M 6.5M shares
M Mitsubishi UFJ Trust & Banking Corp Institution	$9.2M 3.3M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$6.0M 2.2M shares
C CANADA PENSION PLAN INVESTMENT BOARD Institution	$2.3M 815.6K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$1.3M 480.0K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$325.7K 116.8K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$290.6K 104.2K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$160.8K 57.6K shares
T TWO SIGMA SECURITIES, LLC Institution	$104.3K 37.4K shares
H Headlands Technologies LLC Institution	$75.1K 26.9K shares

Options Activity

Institutions with the largest Call and Put options positions in LU as of Q3 2025

Call Positions: 6
Call Value: $4.3M
Put Positions: 4
Put Value: $3.8M

Call Positions

Institution	Position Value
P PEAK6 LLC Institution	$3.5M 8.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$542.4K 1.3K contracts
W WOLVERINE TRADING, LLC Institution	$164.8K 406.0 contracts
J JANE STREET GROUP, LLC Institution	$71.1K 175.0 contracts
Walleye Trading LLC RIA/Wealth	$8.5K 21.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.4M 8.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$210.7K 519.0 contracts
J JANE STREET GROUP, LLC Institution	$71.1K 175.0 contracts
W WOLVERINE TRADING, LLC Institution	$47.1K 116.0 contracts

Most Committed Institutions

Institutions with LU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
L Leading Securities Co Ltd Institution	-	44.08% $2.1M	0.00% 514.3K shares	Q4 2024 Held for 11 months	$4.7M
Y Yunqi Capital Ltd Institution	-	26.01% $44.5M	0.00% 11.0M shares	Q4 2022 Held for 2y 11m	$170.9M
A Alpine Investment Management Ltd Institution	-	25.58% $17.2M	0.00% 4.2M shares	Q3 2025 Held for 2 months	$67.1M
T Tiger Pacific Capital LP Hedge Fund•Long/Short	Run ("Nmn") Ye Managing Partner	5.71% $22.2M	0.00% 5.5M shares	Q4 2024 Held for 11 months	$389.1M
D DYMON ASIA CAPITAL PTE. LTD. Institution	-	0.55% $1.4M	0.00% 337.3K shares	Q3 2025 Held for 2 months	$249.8M
H Hel Ved Capital Management Ltd Institution	-	0.44% $752.5K	0.00% 185.3K shares	Q1 2025 Held for 8 months	$172.2M
J JBF Capital, Inc. Institution	-	0.20% $1.4M	0.00% 339.9K shares	Q3 2023 Held for 2y 2m	$702.8M
BAROMETER CAPITAL MANAGEMENT INC. Long Only Manager	David Charles Burrows CEO	0.13% $582.6K	0.00% 143.5K shares	Q2 2024 Held for 1y 5m	$436.6M
Lighthouse Investment Partners, LLC Fund of Funds	Sean Gerard Mcgould CEO	0.03% $933.8K	0.00% 230.0K shares	Q3 2025 Held for 2 months	$2.7B
A Ariadne Wealth Management, LP RIA/Wealth	Gene Lewis Dongieux CCO	0.03% $60.6K	0.00% 22.2K shares	Q3 2024 Held for 1y 2m	$223.1M