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
PSP
251
Pacific Sage Partners
Washington
$141K
DMBA
252
Deseret Mutual Benefit Administrators
Utah
$138K
PI
253
PFG Investments
New York
$133K
PWPS
254
Pinnacle Wealth Planning Services
Ohio
$132K
SS
255
Sunbelt Securities
Texas
$131K
PCM
256
Prelude Capital Management
New York
$130K
SAM
257
Smartleaf Asset Management
Massachusetts
$130K
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$129K
OC
259
Oppenheimer & Co
New York
$127K
GSIAS
260
Garden State Investment Advisory Services
New Jersey
$127K
CCM
261
Coldstream Capital Management
Washington
$124K
Envestnet Asset Management
262
Envestnet Asset Management
Illinois
$123K
BAS
263
Breakthru Advisory Services
Wisconsin
$123K
QOP
264
Quinn Opportunity Partners
Virginia
$122K
QPW
265
Quantum Private Wealth
Florida
$122K
SFS
266
Sowell Financial Services
Arkansas
$121K
Truist Financial
267
Truist Financial
North Carolina
$120K
OAM
268
Oppenheimer Asset Management
New York
$119K
CFO
269
Callan Family Office
Pennsylvania
$115K
PCM
270
Polymer Capital Management
New York
$115K
CWM
271
Cornerstone Wealth Management
Missouri
$114K
VA
272
Vident Advisory
Georgia
$112K
SAM
273
Secure Asset Management
Michigan
$112K
CA
274
CoreCap Advisors
Michigan
$110K
QL
275
Quarry LP
New York
$110K