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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 %
YIH
251
Y-Intercept (HK)
Hong Kong
$110K +$54.7K +12,488 +100%
FWI
252
Facet Wealth Inc
Maryland
$108K +$108K +24,379 New
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$106K -$118K -26,862 -53%
SPIA
254
Steward Partners Investment Advisory
New York
$106K +$4.16K +950 +4%
PSP
255
Pacific Sage Partners
Washington
$104K +$19.6K +4,476 +23%
NFSG
256
Newbridge Financial Services Group
Florida
$103K – – –
IAA
257
Independent Advisor Alliance
North Carolina
$101K +$7.63K +1,743 +8%
MFG
258
Merit Financial Group
Georgia
$98.8K +$5.28K +1,206 +6%
PI
259
PFG Investments
New York
$97K -$2.19K -500 -2%
Acadian Asset Management
260
Acadian Asset Management
Massachusetts
$94K -$3.35M -782,128 -97%
EI
261
Ethic Inc
New York
$93.4K -$20.1K -4,453 -18%
AWM
262
AE Wealth Management
Kansas
$91.9K -$9.39K -2,143 -9%
OC
263
Oppenheimer & Co
New York
$91K -$13.4K -3,050 -13%
LCM
264
Laurion Capital Management
New York
$89.6K +$89.6K +20,450 New
Truist Financial
265
Truist Financial
North Carolina
$88.5K – – –
KPWS
266
Kestra Private Wealth Services
Texas
$88.1K +$92 +21 +0.1%
AAS
267
Avantax Advisory Services
Texas
$87.9K -$6.63K -1,514 -7%
QPW
268
Quantum Private Wealth
Florida
$87.6K – – –
QOP
269
Quinn Opportunity Partners
Virginia
$87.6K – – –
TI
270
Tidal Investments
Wisconsin
$87.3K +$8.28K +1,891 +10%
PWPS
271
Pinnacle Wealth Planning Services
Ohio
$85.9K +$85.9K +19,602 New
MA
272
Mutual Advisors
Nebraska
$84.6K -$4.92K -1,137 -5%
Cerity Partners
273
Cerity Partners
New York
$83.4K -$38.1K -8,693 -31%
CFO
274
Callan Family Office
Pennsylvania
$82.5K – – –
SAM
275
Secure Asset Management
Michigan
$81K +$1.03K +235 +1%
9 10
11
12 13