We are live on ! Find out more

592 hedge funds and large institutions have $5.64B invested in Lumen in 2025 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 211 increasing their positions, 143 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

4.49% more ownership

Funds ownership: 66.23%70.72% (+4.5%)

19% less call options, than puts

Call options by funds: $124M | Put options by funds: $152M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
592
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$124M
Puts
$152M
Net Calls
Net Calls Change

Top Buyers

1 +$138M
2 +$134M
3 +$59.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.3M
5
Goldman Sachs
Goldman Sachs
New York
+$50.9M

Top Sellers

1 -$53.1M
2 -$30.4M
3 -$29.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$25.9M
5
BlackRock
BlackRock
New York
-$23.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
301
Oppenheimer Asset Management
New York
$162K
BP
302
Ballentine Partners
Massachusetts
$158K
FFA
303
Farther Finance Advisors
California
$157K
Truist Financial
304
Truist Financial
North Carolina
$157K
CLOS
305
Compagnie Lombard Odier SCmA
Switzerland
$155K
QOP
306
Quinn Opportunity Partners
Virginia
$155K
JDLA
307
J. Derek Lewis & Associates
California
$155K
MA
308
Mutual Advisors
Nebraska
$152K
BFG
309
Beto Financial Group
Idaho
$147K
ECSS
310
Eurizon Capital SGR SpA
$144K
SAM
311
Secure Asset Management
Michigan
$143K
RWM
312
Ritholtz Wealth Management
New York
$141K
CA
313
CoreCap Advisors
Michigan
$140K
S
314
SignatureFD
Georgia
$140K
BAS
315
Breakthru Advisory Services
Wisconsin
$140K
GVCM
316
Global View Capital Management
Wisconsin
$140K
SSWM
317
Smith Salley Wealth Management
North Carolina
$139K
FWP
318
FAS Wealth Partners
Kansas
$138K
FFM
319
Forum Financial Management
Illinois
$137K
KPWS
320
Kestra Private Wealth Services
Texas
$135K
SWA
321
Stratos Wealth Advisors
Ohio
$133K
SAM
322
Sawgrass Asset Management
Florida
$132K
IC
323
Inscription Capital
Texas
$131K
GI
324
GAMMA Investing
California
$131K
PSP
325
Pacific Sage Partners
Washington
$130K