We are live on ! Find out more

537 hedge funds and large institutions have $2.83B invested in Lumen in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 160 increasing their positions, 174 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.35% more ownership

Funds ownership: 70.04%70.39% (+0.35%)

8% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 174

3% less funds holding

Funds holding: 556537 (-19)

11% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 82

25% less call options, than puts

Call options by funds: $68.5M | Put options by funds: $90.7M

25% less capital invested

Capital invested by funds: $3.78B → $2.83B (-$947M)

Holders
537
Holders Change
-19
Holders Change %
-3.42%
% of All Funds
7.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
73
Increased
160
Reduced
174
Closed
82
Calls
$68.5M
Puts
$90.7M
Net Calls
-$22.2M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
251
Oppenheimer & Co
New York
$93.4K -$75.8K -15,216 -39%
NFSG
252
Newbridge Financial Services Group
Florida
$92.3K
AHL
253
Abel Hall LLC
Louisiana
$92.1K +$7.47K +1,499 +7%
SPIA
254
Steward Partners Investment Advisory
New York
$91.1K -$1.05K -210 -0.9%
AWM
255
AE Wealth Management
Kansas
$90.6K +$115K +23,116 New
JSW
256
Journey Strategic Wealth
New Jersey
$89.7K -$11.5K -2,303 -9%
PI
257
PFG Investments
New York
$88.8K -$1.45K -290 -1%
BP
258
Ballentine Partners
Massachusetts
$86.2K -$40.3K -8,081 -27%
SS
259
Sunbelt Securities
Texas
$86.1K -$777 -156 -0.7%
AAS
260
Avantax Advisory Services
Texas
$84.6K +$8.24K +1,654 +8%
AC
261
AXQ Capital
New Jersey
$84K +$28K +5,617 +36%
MFG
262
Merit Financial Group
Georgia
$83.7K +$2.29K +459 +2%
IAA
263
Independent Advisor Alliance
North Carolina
$83.1K +$106K +21,210 New
P
264
&Partners
Tennessee
$81.9K +$29.2K +5,859 +38%
BF
265
bLong Financial
Tennessee
$81.4K
Truist Financial
266
Truist Financial
North Carolina
$79.2K -$6.79K -1,363 -6%
PCIA
267
Prime Capital Investment Advisors
Kansas
$79.2K -$1.88K -377 -2%
KPWS
268
Kestra Private Wealth Services
Texas
$78.7K +$4.82K +968 +5%
QPW
269
Quantum Private Wealth
Florida
$78.4K
QOP
270
Quinn Opportunity Partners
Virginia
$78.4K
BCM
271
Brookstone Capital Management
Illinois
$78.3K -$4.69K -941 -4%
SPA
272
Sherbrooke Park Advisers
New York
$77.1K -$417K -83,677 -81%
PSP
273
Pacific Sage Partners
Washington
$75.4K -$55 -11 -0.1%
CFO
274
Callan Family Office
Pennsylvania
$73.9K
CA
275
CoreCap Advisors
Michigan
$71.7K +$987 +198 +1%

LUMN Hedge Fund Activity: Q1 2025 in Review

537 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Lumen (LUMN) for Q1 2025, worth a combined $2.83B — down 25% from $3.78B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of LUMN and 73 opened new positions — a net loss of 9 holders — while 174 trimmed existing stakes and 160 added.

The largest buyer was Man Group, adding an estimated $46.7M. The largest seller was Citadel Advisors, cutting an estimated $37.2M.

  • 537 institutional investors held Lumen (LUMN) as of Q1 2025, down from 556 in Q4 2024.
  • Funds reported $2.83B of Lumen stock for Q1 2025, down 25% quarter-over-quarter.
  • 73 funds opened new Lumen positions in Q1 2025 and 82 closed out, a net change of -9 holders.
  • The largest Lumen buyer in Q1 2025 was Man Group, an estimated $46.7M added.
  • The largest Lumen seller in Q1 2025 was Citadel Advisors, an estimated $37.2M sold.

Based on aggregated 13F filings for Q1 2025.