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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 %
CWM
276
Cornerstone Wealth Management
Missouri
$80.1K +$4.14K +944 +5%
CA
277
CoreCap Advisors
Michigan
$78.8K -$1.25K -286 -2%
FWP
278
FAS Wealth Partners
Kansas
$77.7K +$118 +27 +0.2%
GVCM
279
Global View Capital Management
Wisconsin
$77.6K +$1.31K +300 +2%
BF
280
bLong Financial
Tennessee
$77.4K -$13.6K -3,100 -15%
KAS
281
Kestra Advisory Services
Texas
$76.5K +$4.55K +1,039 +6%
SCP
282
Sender Company & Partners
New York
$75.9K +$75.9K +17,326 New
DZ Bank
283
DZ Bank
Germany
$75.6K -$4 -1 -0%
AHL
284
Abel Hall LLC
Louisiana
$75.5K -$27.5K -6,268 -27%
Bank of Nova Scotia
285
Bank of Nova Scotia
Ontario, Canada
$74.2K +$27.1K +6,193 +58%
DMBA
286
Deseret Mutual Benefit Administrators
Utah
$73.2K – – –
IA
287
IFG Advisory
Georgia
$71.4K +$105 +24 +0.1%
IWM
288
IHT Wealth Management
Illinois
$71.3K +$71.3K +16,282 New
GAM
289
Gotham Asset Management
New York
$69.9K -$658K -150,168 -90%
M&T Bank
290
M&T Bank
New York
$69.7K +$7.65K +1,738 +12%
CBA
291
Coastal Bridge Advisors
Connecticut
$69.1K +$69.1K +15,766 New
Hudson Bay Capital Management
292
Hudson Bay Capital Management
Connecticut
$68.3K +$68.3K +15,600 New
PCIA
293
Prime Capital Investment Advisors
Kansas
$67.7K -$20.7K -4,727 -23%
PAM
294
Parvin Asset Management
South Dakota
$67.6K -$1.31K -300 -2%
FIA
295
Foundations Investment Advisors
Arizona
$66.9K +$8.6K +1,963 +15%
AB
296
Atlas Brown
Kentucky
$66.1K – – –
RSWM
297
Robertson Stephens Wealth Management
California
$65.7K +$65.7K +15,001 New
NP
298
NorthRock Partners
Minnesota
$65.6K +$19.5K +4,441 +42%
SAM
299
Sawgrass Asset Management
Florida
$65.1K – – –
SAM
300
Smartleaf Asset Management
Massachusetts
$64.6K +$15.7K +3,484 +32%
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12
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