532 hedge funds and large institutions have $2.79B invested in Lumen in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 173 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-18
Holders Change %
-3.27%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
75
Increased
157
Reduced
173
Closed
79
Calls
$68.5M
Puts
$90.7M
Net Calls
-$22.2M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
326
OneDigital Investment Advisors
Kansas
$41.1K +$41.1K +10,490 New
AF
327
Allworth Financial
California
$40.9K -$2.26K -675 -5%
SIS
328
Sound Income Strategies
Florida
$40.7K +$78 +20 +0.2%
EF
329
Empirical Finance
Pennsylvania
$40.3K -$86 -22 -0.2%
MCM
330
MAI Capital Management
Ohio
$40.3K +$196 +50 +0.5%
PD
331
Point72 (DIFC)
United Arab Emirates
$39.8K -$61.2K -15,616 -61%
BPA
332
Beacon Pointe Advisors
California
$39.7K +$39.7K +10,120 New
SIC
333
SJS Investment Consulting
Ohio
$39.6K +$169 +43 +0.4%
CI
334
Conning Inc
Connecticut
$39.4K +$39.4K +10,050 New
TCM
335
Traynor Capital Management
Pennsylvania
$39.3K +$39.3K +10,030 New
CB
336
Cadence Bank
Mississippi
$39.2K
CI
337
Cigna Investments
Connecticut
$39K -$3.43K -885 -8%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$38K -$5.91K -1,515 -13%
QT
339
Quantbot Technologies
New York
$34.8K -$2.21M -562,849 -98%
VCM
340
Versant Capital Management
Arizona
$34.1K +$1.02K +259 +3%
AF
341
Advisornet Financial
Minnesota
$33.6K +$482 +123 +1%
OWP
342
ORG Wealth Partners
Texas
$32.2K
Lazard Asset Management
343
Lazard Asset Management
New York
$30K +$949 +245 +3%
S
344
SignatureFD
Georgia
$28.2K -$235 -60 -0.8%
PA
345
Parallel Advisors
California
$22.2K -$6.04K -1,540 -21%
Bessemer Group
346
Bessemer Group
New Jersey
$22K +$1.34K +338 +6%
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.6K +$13.4K +3,408 +162%
Fifth Third Bancorp
348
Fifth Third Bancorp
Ohio
$19.8K +$4.52K +1,152 +30%
LWMI
349
Legacy Wealth Management (Idaho)
Idaho
$16.8K
OP
350
ORG Partners
Indiana
$15.9K -$8.04K -2,094 -34%