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 %
NFSG
251
Newbridge Financial Services Group
Florida
$92.3K
AHL
252
Abel Hall LLC
Louisiana
$92.1K +$5.88K +1,499 +7%
SPIA
253
Steward Partners Investment Advisory
New York
$91.1K -$823 -210 -0.9%
AWM
254
AE Wealth Management
Kansas
$90.6K +$90.6K +23,116 New
JSW
255
Journey Strategic Wealth
New Jersey
$89.7K -$9.03K -2,303 -9%
PI
256
PFG Investments
New York
$88.8K -$1.14K -290 -1%
BP
257
Ballentine Partners
Massachusetts
$86.2K -$31.7K -8,081 -27%
SS
258
Sunbelt Securities
Texas
$86.1K -$612 -156 -0.7%
AAS
259
Avantax Advisory Services
Texas
$84.6K +$6.48K +1,654 +8%
AC
260
AXQ Capital
New Jersey
$84K +$22K +5,617 +36%
MFG
261
Merit Financial Group
Georgia
$83.7K +$1.8K +459 +2%
IAA
262
Independent Advisor Alliance
North Carolina
$83.1K +$83.1K +21,210 New
P
263
&Partners
Tennessee
$81.9K +$22.5K +5,859 +38%
BF
264
bLong Financial
Tennessee
$81.4K
Truist Financial
265
Truist Financial
North Carolina
$79.2K -$5.34K -1,363 -6%
PCIA
266
Prime Capital Investment Advisors
Kansas
$79.2K -$1.48K -377 -2%
KPWS
267
Kestra Private Wealth Services
Texas
$78.7K +$3.8K +968 +5%
QOP
268
Quinn Opportunity Partners
Virginia
$78.4K
QPW
269
Quantum Private Wealth
Florida
$78.4K
BCM
270
Brookstone Capital Management
Illinois
$78.3K -$3.69K -941 -4%
SPA
271
Sherbrooke Park Advisers
New York
$77.1K -$328K -83,677 -81%
PSP
272
Pacific Sage Partners
Washington
$75.4K -$43 -11 -0.1%
CFO
273
Callan Family Office
Pennsylvania
$73.9K
CA
274
CoreCap Advisors
Michigan
$71.7K +$776 +198 +1%
SAM
275
Secure Asset Management
Michigan
$71.5K -$2.11K -539 -3%