531 hedge funds and large institutions have $4.16B invested in Lumen in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 144 increasing their positions, 160 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

4.51% less ownership

Funds ownership: 70.74%66.23% (-4.5%)

10% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 160

35% less call options, than puts

Call options by funds: $99.2M | Put options by funds: $152M

Holders
531
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.2M
Puts
$152M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$218K
SRC
227
Sage Rhino Capital
California
$217K
TRCT
228
Tower Research Capital (TRC)
New York
$216K
Cerity Partners
229
Cerity Partners
New York
$216K
TI
230
Tidal Investments
Wisconsin
$212K
ECM
231
Everence Capital Management
Indiana
$212K
NWAG
232
Net Worth Advisory Group
Utah
$203K
Hudson Bay Capital Management
233
Hudson Bay Capital Management
Connecticut
$198K
SFC
234
Strategic Financial Concepts
Texas
$195K
BEI
235
Benjamin Edwards Inc
Missouri
$195K
RWM
236
Revisor Wealth Management
Ohio
$194K
SS
237
SBI Securities
Japan
$186K
FTWA
238
Fifth Third Wealth Advisors
Ohio
$186K
Jones Financial Companies
239
Jones Financial Companies
Missouri
$183K
GIM
240
Glenmede Investment Management
Pennsylvania
$174K
BP
241
Ballentine Partners
Massachusetts
$163K
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
$158K
AWM
243
AE Wealth Management
Kansas
$156K
SPIA
244
Steward Partners Investment Advisory
New York
$154K
AHL
245
Abel Hall LLC
Louisiana
$153K
MA
246
Mutual Advisors
Nebraska
$153K
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$151K
MFG
248
Merit Financial Group
Georgia
$151K
NFSG
249
Newbridge Financial Services Group
Florida
$143K
IAA
250
Independent Advisor Alliance
North Carolina
$142K