549 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, 173 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 173

37% less call options, than puts

Call options by funds: $62.2M | Put options by funds: $98.5M

Holders
549
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.2M
Puts
$98.5M
Net Calls
Net Calls Change

Top Sellers

1 -$25.7M
2 -$25.5M
3 -$23.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$18.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
251
Kovitz Investment Group Partners
Illinois
$111K
YIH
252
Y-Intercept (HK)
Hong Kong
$110K
FWI
253
Facet Wealth Inc
Maryland
$108K
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$106K
SPIA
255
Steward Partners Investment Advisory
New York
$106K
PSP
256
Pacific Sage Partners
Washington
$104K
NFSG
257
Newbridge Financial Services Group
Florida
$103K
IAA
258
Independent Advisor Alliance
North Carolina
$101K
MFG
259
Merit Financial Group
Georgia
$98.8K
PI
260
PFG Investments
New York
$97K
Acadian Asset Management
261
Acadian Asset Management
Massachusetts
$94K
EI
262
Ethic Inc
New York
$93.4K
AWM
263
AE Wealth Management
Kansas
$91.9K
OC
264
Oppenheimer & Co
New York
$91K
LCM
265
Laurion Capital Management
New York
$89.6K
Truist Financial
266
Truist Financial
North Carolina
$88.5K
KPWS
267
Kestra Private Wealth Services
Texas
$88.1K
AAS
268
Avantax Advisory Services
Texas
$87.9K
QOP
269
Quinn Opportunity Partners
Virginia
$87.6K
QPW
270
Quantum Private Wealth
Florida
$87.6K
TI
271
Tidal Investments
Wisconsin
$87.3K
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$85.9K
MA
273
Mutual Advisors
Nebraska
$84.6K
Cerity Partners
274
Cerity Partners
New York
$83.4K
CFO
275
Callan Family Office
Pennsylvania
$82.5K