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Lumen
LUMN

Overview Fund Activity

546 hedge funds and large institutions have $3.18B invested in Lumen in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 155 increasing their positions, 172 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+14
Holders Change %
+2.63%
% of All Funds
7.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
81
Increased
155
Reduced
172
Closed
58
Calls
$62.2M
Puts
$98.5M
Net Calls
-$36.3M
Net Calls Change
-$14.1M

Top Buyers

1
PCM
1
Palestra Capital Management
New York
$48.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$77.6M
4
CRC
4
Curi RMB Capital
Illinois
$14.1M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.5M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$19.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.3M
3
Charles Schwab
3
Charles Schwab
California
$76.2M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$14.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Shelton Capital Management
Colorado
$161K -$9.22K -2,104 -5%
CPIG
227
Chicago Partners Investment Group
Illinois
$156K -$2.98K -652 -2%
SS
228
SBI Securities
Japan
$153K -$136 -31 -0.1%
ECM
229
Everence Capital Management
Indiana
$152K – – –
Envestnet Asset Management
230
Envestnet Asset Management
Illinois
$151K -$2.26K -515 -1%
SFC
231
Strategic Financial Concepts
Texas
$143K -$2.72K -620 -2%
FFM
232
Forum Financial Management
Illinois
$143K +$26.2K +5,976 +22%
Corient Private Wealth
233
Corient Private Wealth
Florida
$142K -$21.4K -4,883 -13%
Jones Financial Companies
234
Jones Financial Companies
Missouri
$140K +$5.07K +1,123 +4%
KBC Group
235
KBC Group
Belgium
$138K -$34.4K -7,827 -20%
ECM
236
Evergreen Capital Management
Washington
$138K -$83.8K -19,123 -38%
Baird Financial Group
237
Baird Financial Group
Wisconsin
$138K -$13.3K -3,034 -9%
WG
238
Winton Group
United Kingdom
$137K +$89.5K +20,435 +188%
RWM
239
Revisor Wealth Management
Ohio
$136K +$25.8K +5,729 +24%
FTWA
240
Fifth Third Wealth Advisors
Ohio
$133K -$569 -130 -0.4%
FCM
241
Fieldview Capital Management
Michigan
$133K -$637K -145,474 -83%
SRC
242
Sage Rhino Capital
California
$129K +$328 +75 +0.3%
BCI
243
Brinker Capital Investments
Pennsylvania
$125K +$125K +28,559 New
GIM
244
Glenmede Investment Management
Pennsylvania
$124K +$124K +28,286 New
KFGK
245
Keystone Financial Group (Kentucky)
Kentucky
$120K +$438 +100 +0.4%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$118K -$11.5K -2,629 -9%
SS
247
Sunbelt Securities
Texas
$117K +$828 +156 +0.7%
BP
248
Ballentine Partners
Massachusetts
$117K +$20.5K +4,680 +21%
William Blair & Company
249
William Blair & Company
Illinois
$114K +$114K +26,125 New
Kovitz Investment Group Partners
250
Kovitz Investment Group Partners
Illinois
$111K -$1K -229 -0.9%
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