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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 %
US Bancorp
301
US Bancorp
Minnesota
$64.4K +$8.13K +1,856 +14%
P
302
&Partners
Tennessee
$64K -$20.6K -5,178 -24%
IAS
303
Insigneo Advisory Services
Florida
$63.8K +$63.8K +14,569 New
BA
304
Bristlecone Advisors
Washington
$63.5K – – –
HSA
305
HBK Sorce Advisory
Pennsylvania
$63.1K +$666 +152 +1%
HAG
306
HighPoint Advisor Group
Illinois
$62.1K +$390 +89 +0.6%
BCM
307
Brookstone Capital Management
Illinois
$61.5K -$26K -5,943 -30%
AI
308
Atom Investors
Texas
$60.7K +$60.7K +13,857 New
JWCA
309
J.W. Cole Advisors
Florida
$59.6K +$6.64K +1,515 +13%
Lido Advisors
310
Lido Advisors
California
$59.4K +$12.2K +2,790 +26%
WSC
311
Wellington Shields & Co
New York
$58.8K -$149 -34 -0.3%
WA
312
WealthTrust Axiom
Pennsylvania
$58.6K +$58.6K +13,368 New
Marshall Wace
313
Marshall Wace
United Kingdom
$58.3K – – –
AWA
314
Arkadios Wealth Advisors
Georgia
$56.1K +$2.23K +510 +4%
HM
315
Harvest Management
New York
$54.9K – – –
WA
316
Whipplewood Advisors
Colorado
$53.4K +$53.3K +12,177 +243,540%
PIM
317
Plato Investment Management
Australia
$53.2K +$39 +9 +0.1%
G
318
Gainplan
Michigan
$53.2K +$53.2K +12,148 New
FCM
319
Fourpath Capital Management
Oklahoma
$52.6K – – –
OIA
320
OneDigital Investment Advisors
Kansas
$50.3K +$4.34K +990 +9%
RBI
321
Raiffeisen Bank International
Austria
$49.9K – – –
MAS
322
Meeder Advisory Services
Ohio
$49.9K +$3.78K +864 +8%
AP
323
Antipodes Partners
Australia
$49.9K – – –
SWA
324
Stratos Wealth Advisors
Ohio
$48.7K – – –
WJWM
325
Williams Jones Wealth Management
New York
$48.3K -$438 -100 -0.9%
11 12
13
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