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
SSWM
276
Smith Salley Wealth Management
North Carolina
$109K
FWP
277
FAS Wealth Partners
Kansas
$109K
GVCM
278
Global View Capital Management
Wisconsin
$108K
KPWS
279
Kestra Private Wealth Services
Texas
$104K
HSA
280
HBK Sorce Advisory
Pennsylvania
$103K
IC
281
Inscription Capital
Texas
$103K
Bank of Nova Scotia
282
Bank of Nova Scotia
Ontario, Canada
$102K
BF
283
bLong Financial
Tennessee
$101K
IAS
284
Insigneo Advisory Services
Florida
$100K
Acadian Asset Management
285
Acadian Asset Management
Massachusetts
$100K
IA
286
IFG Advisory
Georgia
$99.7K
CBA
287
Coastal Bridge Advisors
Connecticut
$98K
OR
288
Olympiad Research
Connecticut
$97.5K
EI
289
Ethic Inc
New York
$96.7K
GS
290
GTS Securities
New York
$96.1K
PCIA
291
Prime Capital Investment Advisors
Kansas
$95.1K
JWS
292
Juncture Wealth Strategies
Arizona
$94.9K
RWM
293
Ritholtz Wealth Management
New York
$94.5K
US Bancorp
294
US Bancorp
Minnesota
$93.3K
SWA
295
Stratos Wealth Advisors
Ohio
$92.5K
RSWM
296
Robertson Stephens Wealth Management
California
$91.8K
SAM
297
Sawgrass Asset Management
Florida
$91K
KAS
298
Kestra Advisory Services
Texas
$89.8K
M&T Bank
299
M&T Bank
New York
$87.8K
BCM
300
Brookstone Capital Management
Illinois
$87.7K