532 hedge funds and large institutions have $2.79B invested in Lumen in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-18
Holders Change %
-3.27%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
75
Increased
157
Reduced
173
Closed
79
Calls
$68.5M
Puts
$90.7M
Net Calls
-$22.2M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
226
Private Advisor Group
New Jersey
$152K -$1.78K -454 -1%
CPIG
227
Chicago Partners Investment Group
Illinois
$147K -$19.2K -4,540 -12%
Corient Private Wealth
228
Corient Private Wealth
Florida
$146K +$2.73K +695 +2%
Envestnet Asset Management
229
Envestnet Asset Management
Illinois
$138K +$1.62K +414 +1%
SS
230
SBI Securities
Japan
$137K +$3.65K +932 +3%
ECM
231
Everence Capital Management
Indiana
$136K
Baird Financial Group
232
Baird Financial Group
Wisconsin
$135K +$2.9K +740 +2%
SFC
233
Strategic Financial Concepts
Texas
$131K -$1.7K -433 -1%
HI
234
Humankind Investments
New York
$129K +$56.5K +14,422 +78%
TRCT
235
Tower Research Capital (TRC)
New York
$125K -$105K -26,797 -46%
FTWA
236
Fifth Third Wealth Advisors
Ohio
$120K +$1.37K +350 +1%
Jones Financial Companies
237
Jones Financial Companies
Missouri
$118K +$61.2K +15,534 +108%
PF
238
Phoenix Financial
Israel
$116K +$116K +29,633 New
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$116K -$18.6K -4,750 -14%
SRC
240
Sage Rhino Capital
California
$115K -$60.9K -15,547 -35%
Cerity Partners
241
Cerity Partners
New York
$109K -$162K -41,255 -60%
KFGK
242
Keystone Financial Group (Kentucky)
Kentucky
$107K
FFM
243
Forum Financial Management
Illinois
$104K -$3.63K -926 -3%
GT
244
Glenmede Trust
Pennsylvania
$104K -$6.44K -1,643 -6%
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$103K -$247K -63,092 -71%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$99.9K -$5.12K -1,305 -5%
MIG
247
Mariner Investment Group
New York
$98K -$294K -75,000 -75%
EI
248
Ethic Inc
New York
$96.6K +$9.81K +2,554 +11%
RWM
249
Revisor Wealth Management
Ohio
$95.5K +$95.5K +24,351 New
OC
250
Oppenheimer & Co
New York
$93.4K -$59.6K -15,216 -39%