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592 hedge funds and large institutions have $5.01B invested in Lumen in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 188 increasing their positions, 171 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 74

10% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 171

8% more call options, than puts

Call options by funds: $98.1M | Put options by funds: $91.1M

0% more funds holding

Funds holding: 592592 (0)

0.19% less ownership

Funds ownership: 70.72%70.53% (-0.19%)

11% less capital invested

Capital invested by funds: $5.64B → $5.01B (-$626M)

Holders
592
Holders Change
Holders Change %
0%
% of All Funds
7.28%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
87
Increased
188
Reduced
171
Closed
74
Calls
$98.1M
Puts
$91.1M
Net Calls
+$6.97M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$955M -$37.8M -4,993,931 -4%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$432M +$470M +62,119,909 New
State Street
3
State Street
Massachusetts
$320M +$9.35M +1,235,044 +3%
VCM
4
Vanguard Capital Management
Pennsylvania
$289M +$315M +41,631,209 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$218M +$38M +5,020,621 +19%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$159M +$5.63M +743,958 +3%
Goldman Sachs
7
Goldman Sachs
New York
$157M +$44M +5,807,341 +35%
JP Morgan Chase
8
JP Morgan Chase
New York
$144M +$1.96M +259,516 +1%
Charles Schwab
9
Charles Schwab
California
$119M -$9.2M -1,214,905 -7%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$104M +$83.2M +10,991,007 +272%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$104M +$1.09M +144,664 +1%
First Trust Advisors
12
First Trust Advisors
Illinois
$88.8M -$8.83M -1,167,198 -8%
FSCM
13
Front Street Capital Management
Montana
$87.5M +$3.55M +469,174 +4%
Morgan Stanley
14
Morgan Stanley
New York
$82.6M +$13.6M +1,794,710 +18%
Barclays
15
Barclays
United Kingdom
$81.1M +$15.9M +2,104,079 +22%
Northern Trust
16
Northern Trust
Illinois
$73.7M -$738K -97,474 -0.9%
Renaissance Technologies
17
Renaissance Technologies
New York
$67.6M -$2.44M -322,700 -3%
Invesco
18
Invesco
Georgia
$63.6M +$39.4M +5,202,641 +132%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$60.4M -$2.83M -374,007 -4%
Allianz Asset Management
20
Allianz Asset Management
Germany
$59M +$926K +122,339 +1%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$55.3M +$4.62M +610,364 +8%
CA
22
CapWealth Advisors
Tennessee
$48.7M +$6.13M +810,478 +13%
VFT
23
Vanguard Fiduciary Trust
Pennsylvania
$45.3M +$49.3M +6,512,735 New
CRC
24
Curi RMB Capital
Illinois
$40.8M +$19M +2,506,346 +74%
Two Sigma Investments
25
Two Sigma Investments
New York
$40.6M +$9.46M +1,249,341 +27%

LUMN Hedge Fund Activity: Q1 2026 in Review

592 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2026, worth a combined $5.01B — down 11% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new LUMN positions and 74 closed out — a net gain of 13 holders — while 188 added to existing stakes and 171 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $83.2M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $86.8M sold.

  • 592 institutional investors held Lumen (LUMN) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $5.01B of Lumen stock for Q1 2026, down 11% quarter-over-quarter.
  • 87 funds opened new Lumen positions in Q1 2026 and 74 closed out, a net change of +13 holders.
  • The largest Lumen buyer in Q1 2026 was D.E. Shaw & Co, an estimated $83.2M added.
  • The largest Lumen seller in Q1 2026 was Palestra Capital Management, an estimated $86.8M sold.

Based on aggregated 13F filings for Q1 2026.